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

Elevated Capital 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 Q1	$984K	Sell	42,952 -6,443	-13%	-$149K	0.25%	99
2025 Q4	$1.14M	Sell	49,395 -1,922	-4%	-$44.5K	0.27%	93
2025 Q3	$1.19M	Sell	51,317 -9,723	-16%	-$223K	0.3%	86
2025 Q2	$1.4M	Hold	61,040	–	–	0.39%	59
2025 Q1	$1.4M	Sell	61,040 -7,836	-11%	-$178K	0.39%	59
2024 Q4	$1.58M	Buy	68,876 +31,241	+83%	+$713K	0.43%	50
2024 Q3	$883K	Buy	+37,635	New	+$871K	0.23%	129

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 $74.2B AUM 21.09% 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 $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Elevated Capital Advisors's GOVT Position: Q1 2026 in Review

Elevated Capital Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q1 2026, selling an estimated $149K and leaving 42,952 shares worth $984K. The position accounts for 0.25% of the portfolio, ranked #99.

Elevated Capital Advisors first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Elevated Capital Advisors held 42,952 shares of iShares US Treasury Bond ETF worth $984K as of Q1 2026.
Elevated Capital Advisors sold 6,443 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $149K.
iShares US Treasury Bond ETF made up 0.25% of Elevated Capital Advisors's portfolio in Q1 2026, its #99 holding.
Elevated Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's iShares US Treasury Bond ETF position peaked at $1.58M in Q4 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.