DA
GOVT icon

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

Doliver 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 		$501K Buy
+22,014
New +$501K 0.11% 124
2020
Q4 		– Sell
-24,241
Closed -$678K – 152
2020
Q3 		$678K Buy
24,241
+9,862
+69% +$277K 0.34% 57
2020
Q2 		$402K Buy
+14,379
New +$402K 0.18% 80

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

Doliver Advisors's GOVT Position: Q2 2026 in Review

Doliver Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 22,014 shares worth $501K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings. This is a return to the name: Doliver Advisors previously reported a position in GOVT as recently as Q3 2020.

Doliver Advisors first reported a position in GOVT in Q2 2020 and has held it in 3 quarters since. The position peaked at $678K in Q3 2020. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Doliver Advisors held 22,014 shares of iShares US Treasury Bond ETF worth $501K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Doliver Advisors position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.11% of Doliver Advisors's portfolio in Q2 2026, its #124 holding.
  • Doliver Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • Doliver Advisors's iShares US Treasury Bond ETF position peaked at $678K in Q3 2020.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.