CV Advisors
GOVT icon

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

CV 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
Q3 		– Sell
-12,584
Closed -$286K – 122
2026
Q2 		$286K Buy
+12,584
New +$287K 0.05% 111

Other funds holding GOVT

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

CV Advisors's GOVT Position: Q3 2026 in Review

CV Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2026, closing a stake of 12,584 shares — an estimated $286K sold.

CV Advisors first reported a position in GOVT in Q2 2026 and held it in 1 quarter. The position peaked at $286K in Q2 2026. 586 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • CV Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • CV Advisors sold 12,584 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $286K.
  • CV Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • CV Advisors's iShares US Treasury Bond ETF position peaked at $286K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.