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

ERTS Wealth 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 		$18.7M Sell
815,856
-109,930
-12% -$2.53M 5.94% 6
2025
Q4 		$21.3M Buy
925,786
+28,152
+3% +$652K 6.69% 6
2025
Q3 		$20.8M Buy
897,634
+262,201
+41% +$6.01M 6.7% 6
2025
Q2 		$14.6M Sell
635,433
-314,038
-33% -$7.15M 5.04% 9
2025
Q1 		$21.8M Buy
949,471
+10,295
+1% +$233K 4.24% 9
2024
Q4 		$21.6M Buy
939,176
+28,366
+3% +$647K 4.07% 10
2024
Q3 		$21.4M Buy
910,810
+19,399
+2% +$449K 4% 10
2024
Q2 		$20.1M Buy
891,411
+49,320
+6% +$1.11M 4.04% 9
2024
Q1 		$19.2M Sell
842,091
-1,204,045
-59% -$27.4M 3.91% 11
2023
Q4 		$47.1M Sell
2,046,136
-73,706
-3% -$1.64M 10.17% 4
2023
Q3 		$46.7M Buy
2,119,842
+93,383
+5% +$2.1M 11.25% 4
2023
Q2 		$46.4M Buy
2,026,459
+170,843
+9% +$3.96M 10.81% 3
2023
Q1 		$43.4M Buy
1,855,616
+734,936
+66% +$17M 10.51% 3
2022
Q4 		$25.5M Sell
1,120,680
-237,938
-18% -$5.41M 6.6% 4
2022
Q3 		$30.9M Sell
1,358,618
-556,189
-29% -$13.2M 8.68% 4
2022
Q2 		$45.8M Buy
1,914,807
+531,583
+38% +$12.8M 12.99% 2
2022
Q1 		$34.5M Sell
1,383,224
-776,405
-36% -$19.9M 9.65% 3
2021
Q4 		$57.6M Buy
2,159,629
+111,686
+5% +$2.96M 13.74% 2
2021
Q3 		$54.3M Buy
2,047,943
+543,083
+36% +$14.5M 14.25% 1
2021
Q2 		$40M Buy
1,504,860
+667,177
+80% +$17.6M 10.83% 3
2021
Q1 		$21.9M Buy
837,683
+364,638
+77% +$9.74M 6.5% 5
2020
Q4 		$12.9M Sell
473,045
-41,679
-8% -$1.15M 4.18% 9
2020
Q3 		$14.4M Buy
514,724
+117,753
+30% +$3.3M 5.41% 6
2020
Q2 		$11.1M Buy
396,971
+84,587
+27% +$2.37M 4.49% 8
2020
Q1 		$8.75M Buy
+312,384
New +$8.38M 4.24% 8

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

ERTS Wealth Advisors's GOVT Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q1 2026, selling an estimated $2.53M and leaving 815,856 shares worth $18.7M. The position accounts for 5.94% of the portfolio, ranked #6.

ERTS Wealth Advisors first reported a position in GOVT in Q1 2020 and has held it in 25 quarters since. The position peaked at $57.6M in Q4 2021. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • ERTS Wealth Advisors held 815,856 shares of iShares US Treasury Bond ETF worth $18.7M as of Q1 2026.
  • ERTS Wealth Advisors sold 109,930 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.53M.
  • iShares US Treasury Bond ETF made up 5.94% of ERTS Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • ERTS Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • ERTS Wealth Advisors's iShares US Treasury Bond ETF position peaked at $57.6M in Q4 2021.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.