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

Diversify Advisory Services’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	$11.1M	Buy	+493,694	New	+$11.2M	0.19%	115
2026 Q1	–	Sell	-422,433	Closed	-$9.73M	–	472
2025 Q4	$9.73M	Buy	422,433 +19,133	+5%	+$443K	0.31%	52
2025 Q3	$9.32M	Buy	403,300 +57,912	+17%	+$1.33M	0.31%	51
2025 Q2	$7.9M	Buy	345,388 +62,574	+22%	+$1.42M	0.3%	55
2025 Q1	$6.52M	Buy	282,814 +54,477	+24%	+$1.23M	0.41%	42
2024 Q4	$5.09M	Buy	228,337 +14,095	+7%	+$322K	0.28%	52
2024 Q3	$4.91M	Buy	214,242 +34,274	+19%	+$794K	0.26%	72
2024 Q2	$4.07M	Buy	179,968 +10,645	+6%	+$239K	0.22%	82
2024 Q1	$3.81M	Buy	+169,323	New	+$3.85M	0.22%	94

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Diversify Advisory Services's GOVT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 493,694 shares worth $11.1M. The stake represents 0.19% of the portfolio and ranks #115 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in GOVT as recently as Q4 2025.

Diversify Advisory Services first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Diversify Advisory Services held 493,694 shares of iShares US Treasury Bond ETF worth $11.1M as of Q2 2026.
iShares US Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares US Treasury Bond ETF made up 0.19% of Diversify Advisory Services's portfolio in Q2 2026, its #115 holding.
Diversify Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.