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Clearstead Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Clearstead Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
98,015
-4,759
-5% -$108K 0.02% 364
2026
Q1 		$2.35M Sell
102,774
-240
-0.2% -$5.53K 0.02% 329
2025
Q4 		$2.37M Buy
103,014
+3,382
+3% +$78.3K 0.03% 303
2025
Q3 		$2.3M Buy
99,632
+19,401
+24% +$445K 0.03% 304
2025
Q2 		$1.84M Sell
80,231
-145,844
-65% -$3.32M 0.03% 329
2025
Q1 		$5.2M Sell
226,075
-2,889,260
-93% -$65.5M 0.08% 180
2024
Q4 		$71.6M Buy
3,115,335
+1,999
+0.1% +$45.6K 1.09% 14
2024
Q3 		$73M Buy
3,113,336
+121,565
+4% +$2.81M 1.13% 14
2024
Q2 		$67.5M Buy
2,991,771
+2,989,972
+166,202% +$67M 1.15% 12
2024
Q1 		$40.2K Sell
1,799
-48
-3% -$1.09K ﹤0.01% 817
2023
Q4 		$42.5K Buy
1,847
+131
+8% +$2.92K ﹤0.01% 784
2023
Q3 		$37.8K Buy
1,716
+858
+100% +$19.3K ﹤0.01% 928
2023
Q2 		$19.6K Buy
+858
New +$19.9K ﹤0.01% 902
2020
Q3 		– Sell
-1,056
Closed -$30K – 906
2020
Q2 		$30K Buy
1,056
+79
+8% +$2.21K ﹤0.01% 487
2020
Q1 		$27K Buy
+977
New +$26.2K ﹤0.01% 474

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Clearstead Advisors's GOVT Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.6% in Q2 2026, selling an estimated $108K and leaving 98,015 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #364.

Clearstead Advisors first reported a position in GOVT in Q1 2020 and has held it in 15 quarters since. The position peaked at $73M in Q3 2024. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Clearstead Advisors held 98,015 shares of iShares US Treasury Bond ETF worth $2.23M as of Q2 2026.
  • Clearstead Advisors sold 4,759 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares US Treasury Bond ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #364 holding.
  • Clearstead Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's iShares US Treasury Bond ETF position peaked at $73M in Q3 2024.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.