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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Treasury Bond ETF GOVT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$5.79K Hold
254
– – ﹤0.01% 461
2026
Q1 		$5.83K Buy
+254
New +$5.86K ﹤0.01% 424

Other funds holding GOVT

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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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GOVT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 254 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.83K in Q1 2026. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 254 shares of iShares US Treasury Bond ETF worth $5.79K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #461 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares US Treasury Bond ETF position peaked at $5.83K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.