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

Detalus 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 		$5.06M Buy
222,323
+49,544
+29% +$1.13M 0.99% 22
2026
Q1 		$3.96M Buy
+172,779
New +$3.98M 0.9% 26
2022
Q4 		– Sell
-14,432
Closed -$328K – 141
2022
Q3 		$328K Buy
+14,432
New +$342K 0.2% 90

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Detalus Advisors's GOVT Position: Q2 2026 in Review

Detalus Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 29% in Q2 2026, buying an estimated $1.13M and bringing the position to 222,323 shares worth $5.06M. The position accounts for 0.99% of the portfolio, ranked #22.

Detalus Advisors first reported a position in GOVT in Q3 2022 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Detalus Advisors held 222,323 shares of iShares US Treasury Bond ETF worth $5.06M as of Q2 2026.
  • Detalus Advisors bought 49,544 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.13M.
  • iShares US Treasury Bond ETF made up 0.99% of Detalus Advisors's portfolio in Q2 2026, its #22 holding.
  • Detalus Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.