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 Q2	$339K	Sell	14,893 -28,059	-65%	-$639K	0.09%	187
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 $1.55T 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

Elevated Capital Advisors's GOVT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 65% in Q2 2026, selling an estimated $639K and leaving 14,893 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #187.

Elevated Capital Advisors first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2024. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Elevated Capital Advisors held 14,893 shares of iShares US Treasury Bond ETF worth $339K as of Q2 2026.
Elevated Capital Advisors sold 28,059 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $639K.
iShares US Treasury Bond ETF made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #187 holding.
Elevated Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares US Treasury Bond ETF position peaked at $1.58M in Q4 2024.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.