Fortitude Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fortitude Advisory Group’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	$224K	Buy	9,758 +129	+1%	+$2.97K	0.1%	192
2025 Q4	$222K	Hold	9,629	–	–	0.09%	182
2025 Q3	$223K	Hold	9,629	–	–	0.12%	179
2025 Q2	$221K	Hold	9,629	–	–	0.13%	176
2025 Q1	$220K	Sell	9,629 -128,079	-93%	-$2.9M	0.16%	160
2024 Q4	$3.16M	Sell	137,708 -1,750	-1%	-$39.9K	1.91%	9
2024 Q3	$3.27M	Hold	139,458	–	–	2.06%	6
2024 Q2	$3.15M	Hold	139,458	–	–	1.88%	8
2024 Q1	$3.18M	Hold	139,458	–	–	1.79%	8
2023 Q4	$3.21M	Buy	+139,458	New	+$3.1M	1.95%	7

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fortitude Advisory Group's GOVT Position: Q1 2026 in Review

Fortitude Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 1.3% in Q1 2026, buying an estimated $2.97K and bringing the position to 9,758 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #192.

Fortitude Advisory Group first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Fortitude Advisory Group held 9,758 shares of iShares US Treasury Bond ETF worth $224K as of Q1 2026.
Fortitude Advisory Group bought 129 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.97K.
iShares US Treasury Bond ETF made up 0.1% of Fortitude Advisory Group's portfolio in Q1 2026, its #192 holding.
Fortitude Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Fortitude Advisory Group's iShares US Treasury Bond ETF position peaked at $3.27M in Q3 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.