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

Financial Engines 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	$5.09M	Sell	223,569 -3,838	-2%	-$87.4K	0.01%	144
2026 Q1	$5.21M	Sell	227,407 -68,577	-23%	-$1.58M	0.01%	138
2025 Q4	$6.82M	Buy	295,984 +58,640	+25%	+$1.36M	0.01%	129
2025 Q3	$5.49M	Buy	237,344 +509	+0.2%	+$11.7K	0.01%	144
2025 Q2	$5.44M	Sell	236,835 -106,363	-31%	-$2.42M	0.01%	138
2025 Q1	$7.89M	Sell	343,198 -504,734	-60%	-$11.4M	0.02%	103
2024 Q4	$19.5M	Buy	847,932 +584,547	+222%	+$13.3M	0.04%	72
2024 Q3	$6.18M	Buy	263,385 +24,323	+10%	+$563K	0.01%	112
2024 Q2	$5.4M	Sell	239,062 -34,412	-13%	-$772K	0.01%	115
2024 Q1	$6.23M	Sell	273,474 -195,392	-42%	-$4.44M	0.01%	101
2023 Q4	$10.8M	Buy	468,866 +298,877	+176%	+$6.65M	0.03%	76
2023 Q3	$3.75M	Sell	169,989 -634,022	-79%	-$14.3M	0.01%	95
2023 Q2	$18.4M	Sell	804,011 -7,198	-0.9%	-$167K	0.05%	62
2023 Q1	$19M	Sell	811,209 -4,151,288	-84%	-$95.9M	0.05%	61
2022 Q4	$113M	Buy	4,962,497 +3,969,762	+400%	+$90.2M	0.32%	35
2022 Q3	$22.6M	Buy	992,735 +515,248	+108%	+$12.2M	0.07%	62
2022 Q2	$11.4M	Buy	477,487 +315,621	+195%	+$7.59M	0.03%	69
2022 Q1	$4.03M	Buy	161,866 +53,503	+49%	+$1.37M	0.01%	89
2021 Q4	$2.89M	Buy	108,363 +100,583	+1,293%	+$2.66M	0.01%	81
2021 Q3	$206K	Buy	+7,780	New	+$208K	﹤0.01%	263
2018 Q4	–	Sell	-219	Closed	-$5K	–	133
2018 Q3	$5K	Buy	+219	New	+$5.37K	﹤0.01%	116

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

Financial Engines Advisors's GOVT Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.7% in Q2 2026, selling an estimated $87.4K and leaving 223,569 shares worth $5.09M. The position accounts for 0.01% of the portfolio, ranked #144.

Financial Engines Advisors first reported a position in GOVT in Q3 2018 and has held it in 21 quarters since. The position peaked at $113M in Q4 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Financial Engines Advisors held 223,569 shares of iShares US Treasury Bond ETF worth $5.09M as of Q2 2026.
Financial Engines Advisors sold 3,838 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $87.4K.
iShares US Treasury Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #144 holding.
Financial Engines Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2018 and has held it in 21 quarters since.
Financial Engines Advisors's iShares US Treasury Bond ETF position peaked at $113M in Q4 2022.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.