Fortis Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fortis 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 Q1	–	Sell	-9,781	Closed	-$225K	–	391
2025 Q4	$225K	Buy	9,781 +105	+1%	+$2.43K	0.03%	283
2025 Q3	$224K	Buy	+9,676	New	+$222K	0.04%	255
2023 Q2	–	Sell	-1,468	Closed	-$34.3K	–	319
2023 Q1	$34.3K	Sell	1,468 -43	-3%	-$993	0.02%	338
2022 Q4	$34.3K	Buy	+1,511	New	+$34.3K	0.02%	338

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Fortis Capital Advisors's GOVT Position: Q1 2026 in Review

Fortis Capital Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 9,781 shares — an estimated $225K sold.

Fortis Capital Advisors first reported a position in GOVT in Q4 2022 and held it in 4 quarters. The position peaked at $225K in Q4 2025. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Fortis Capital Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 9,781 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $225K.
Fortis Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Fortis Capital Advisors's iShares US Treasury Bond ETF position peaked at $225K in Q4 2025.
931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.