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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
Q2 		– Sell
-9,758
Closed -$224K – 243
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
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

Fortitude Advisory Group's GOVT Position: Q2 2026 in Review

Fortitude Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 9,758 shares — an estimated $224K sold.

Fortitude Advisory Group first reported a position in GOVT in Q4 2023 and held it in 10 quarters. The position peaked at $3.27M in Q3 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Fortitude Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 9,758 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $224K.
  • Fortitude Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
  • Fortitude Advisory Group's iShares US Treasury Bond ETF position peaked at $3.27M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.