Continuum Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Continuum Advisory’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 Q1	$634K	Buy	+27,658	New	+$638K	0.06%	242
2025 Q2	–	Sell	-6,367	Closed	-$146K	–	866
2025 Q1	$146K	Sell	6,367 -692	-10%	-$15.7K	0.02%	450
2024 Q4	$162K	Buy	7,059 +369	+6%	+$8.42K	0.02%	429
2024 Q3	$151K	Buy	6,690 +306	+5%	+$7.08K	0.02%	443
2024 Q2	$144K	Sell	6,384 -3,563	-36%	-$79.9K	0.02%	422
2024 Q1	$223K	Sell	9,947 -38,544	-79%	-$876K	0.03%	359
2023 Q4	$1.12M	Buy	48,491 +2,449	+5%	+$54.5K	0.16%	157
2023 Q3	$1.01M	Sell	46,042 -4,929	-10%	-$111K	0.16%	159
2023 Q2	$1.17M	Buy	50,971 +803	+2%	+$18.6K	0.19%	144
2023 Q1	$1.17M	Sell	50,168 -12,977	-21%	-$300K	0.2%	136
2022 Q4	$1.43M	Sell	63,145 -26,987	-30%	-$613K	0.26%	113
2022 Q3	$2.05M	Buy	90,132 +9,365	+12%	+$222K	0.36%	65
2022 Q2	$1.93M	Buy	80,767 +287	+0.4%	+$6.91K	0.35%	72
2022 Q1	$1.94M	Buy	80,480 +43,239	+116%	+$1.11M	0.37%	68
2021 Q4	$994K	Buy	37,241 +7,188	+24%	+$190K	0.22%	108
2021 Q3	$797K	Sell	30,053 -2,109	-7%	-$56.5K	0.21%	113
2021 Q2	$856K	Buy	32,162 +14,910	+86%	+$393K	0.27%	94
2021 Q1	$456K	Buy	17,252 +593	+4%	+$15.8K	0.19%	103
2020 Q4	$454K	Sell	16,659 -382	-2%	-$10.5K	0.21%	92
2020 Q3	$476K	Sell	17,041 -9,839	-37%	-$276K	0.26%	81
2020 Q2	$751K	Sell	26,880 -123	-0.5%	-$3.44K	0.47%	65
2020 Q1	$759K	Buy	27,003 +9,263	+52%	+$249K	0.51%	56
2019 Q4	$460K	Sell	17,740 -78,663	-82%	-$2.05M	0.27%	82
2019 Q3	$2.54M	Buy	96,403 +70,387	+271%	+$1.84M	1.7%	15
2019 Q2	$670K	Sell	26,016 -2,515	-9%	-$63.7K	0.46%	54
2019 Q1	$715K	Sell	28,531 -694	-2%	-$17.3K	0.53%	52
2018 Q4	$720K	Buy	29,225 +12,413	+74%	+$302K	0.53%	52
2018 Q3	$408K	Buy	16,812 +5,058	+43%	+$124K	0.27%	91
2018 Q2	$289K	Buy	+11,754	New	+$288K	0.21%	106

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Continuum Advisory's GOVT Position: Q1 2026 in Review

Continuum Advisory opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 27,658 shares worth $634K. The stake represents 0.06% of the portfolio and ranks #242 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in GOVT as recently as Q1 2025.

Continuum Advisory first reported a position in GOVT in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.54M in Q3 2019. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Continuum Advisory held 27,658 shares of iShares US Treasury Bond ETF worth $634K as of Q1 2026.
iShares US Treasury Bond ETF was a new Continuum Advisory position in Q1 2026.
iShares US Treasury Bond ETF made up 0.06% of Continuum Advisory's portfolio in Q1 2026, its #242 holding.
Continuum Advisory first reported a position in iShares US Treasury Bond ETF in Q2 2018 and has held it in 29 quarters since.
Continuum Advisory's iShares US Treasury Bond ETF position peaked at $2.54M in Q3 2019.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.