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

EverSource 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
Q2 		$275K Sell
12,078
-1,788
-13% -$40.7K 0.01% 847
2026
Q1 		$318K Buy
13,866
+10,873
+363% +$251K 0.01% 820
2025
Q4 		$68.9K Buy
2,993
+1,286
+75% +$29.8K ﹤0.01% 1518
2025
Q3 		$39.5K Sell
1,707
-1,354
-44% -$31K ﹤0.01% 1879
2025
Q2 		$70.4K Sell
3,061
-906
-23% -$20.6K ﹤0.01% 1397
2025
Q1 		$91.2K Buy
3,967
+2,013
+103% +$45.6K 0.01% 943
2024
Q4 		$44.9K Sell
1,954
-203
-9% -$4.63K ﹤0.01% 1237
2024
Q3 		$50.6K Buy
2,157
+477
+28% +$11K ﹤0.01% 1066
2024
Q2 		$38.7K Buy
1,680
+746
+80% +$16.7K ﹤0.01% 1209
2024
Q1 		$20.7K Sell
934
-1,429
-60% -$32.5K ﹤0.01% 1343
2023
Q4 		$54.4K Sell
2,363
-650
-22% -$14.5K 0.01% 865
2023
Q3 		$66.4K Sell
3,013
-8,713
-74% -$196K 0.01% 712
2023
Q2 		$269K Sell
11,726
-6,832
-37% -$158K 0.03% 337
2023
Q1 		$434K Buy
18,558
+2,399
+15% +$55.4K 0.05% 239
2022
Q4 		$367K Sell
16,159
-14,431
-47% -$328K 0.06% 245
2022
Q3 		$697K Buy
30,590
+9,158
+43% +$217K 0.16% 122
2022
Q2 		$512K Sell
21,432
-1,255
-6% -$30.2K 0.13% 141
2022
Q1 		$565K Buy
22,687
+8,042
+55% +$206K 0.14% 135
2021
Q4 		$390K Buy
+14,645
New +$388K 0.11% 145

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

EverSource Wealth Advisors's GOVT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, selling an estimated $40.7K and leaving 12,078 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #847.

EverSource Wealth Advisors first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $697K in Q3 2022. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • EverSource Wealth Advisors held 12,078 shares of iShares US Treasury Bond ETF worth $275K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,788 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $40.7K.
  • iShares US Treasury Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #847 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares US Treasury Bond ETF position peaked at $697K in Q3 2022.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.