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Forvis Mazars Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Forvis Mazars Wealth 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 		$892K Sell
39,142
-573
-1% -$13K 0.01% 235
2026
Q1 		$910K Buy
39,715
+77
+0.2% +$1.77K 0.02% 219
2025
Q4 		$913K Sell
39,638
-526
-1% -$12.2K 0.02% 216
2025
Q3 		$929K Sell
40,164
-2,474
-6% -$56.7K 0.02% 215
2025
Q2 		$980K Sell
42,638
-11,392
-21% -$259K 0.02% 208
2025
Q1 		$1.24M Sell
54,030
-1,610
-3% -$36.5K 0.03% 189
2024
Q4 		$1.28M Buy
55,640
+29
+0.1% +$662 0.03% 197
2024
Q3 		$1.3M Buy
55,611
+33,000
+146% +$764K 0.03% 197
2024
Q2 		$510K Hold
22,611
– – 0.01% 289
2024
Q1 		$515K Sell
22,611
-840
-4% -$19.1K 0.01% 288
2023
Q4 		$540K Buy
+23,451
New +$522K 0.02% 266
2023
Q3 		– Sell
-46,547
Closed -$1.07M – 395
2023
Q2 		$1.07M Sell
46,547
-1,495
-3% -$34.7K 0.03% 211
2023
Q1 		$1.12M Buy
48,042
+31,919
+198% +$737K 0.04% 191
2022
Q4 		$366K Sell
16,123
-2,575
-14% -$58.5K 0.01% 298
2022
Q3 		$425K Sell
18,698
-17,153
-48% -$406K 0.02% 273
2022
Q2 		$857K Sell
35,851
-9,703
-21% -$233K 0.03% 198
2022
Q1 		$1.14M Sell
45,554
-1,896
-4% -$48.6K 0.05% 139
2021
Q4 		$1.27M Sell
47,450
-536
-1% -$14.2K 0.05% 128
2021
Q3 		$1.27M Sell
47,986
-18,222
-28% -$488K 0.06% 123
2021
Q2 		$1.76M Sell
66,208
-25,537
-28% -$674K 0.08% 103
2021
Q1 		$2.4M Sell
91,745
-69,134
-43% -$1.85M 0.12% 83
2020
Q4 		$4.38M Sell
160,879
-44,931
-22% -$1.24M 0.22% 54
2020
Q3 		$5.75M Sell
205,810
-49,985
-20% -$1.4M 0.34% 38
2020
Q2 		$7.16M Sell
255,795
-840,414
-77% -$23.5M 0.46% 27
2020
Q1 		$30.7M Sell
1,096,209
-617,783
-36% -$16.6M 2.52% 6
2019
Q4 		$44.5M Buy
1,713,992
+47,146
+3% +$1.23M 3.2% 4
2019
Q3 		$43.9M Buy
1,666,846
+38,577
+2% +$1.01M 3.51% 4
2019
Q2 		$42M Buy
1,628,269
+397,268
+32% +$10.1M 3.41% 5
2019
Q1 		$31.1M Buy
1,231,001
+1,199,475
+3,805% +$29.8M 2.58% 7
2018
Q4 		$777K Buy
31,526
+13,626
+76% +$331K 0.08% 106
2018
Q3 		$436K Buy
+17,900
New +$439K 0.04% 163

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

Forvis Mazars Wealth Advisors's GOVT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.4% in Q2 2026, selling an estimated $13K and leaving 39,142 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #235.

Forvis Mazars Wealth Advisors first reported a position in GOVT in Q3 2018 and has held it in 31 quarters since. The position peaked at $44.5M in Q4 2019. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 39,142 shares of iShares US Treasury Bond ETF worth $892K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 573 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $13K.
  • iShares US Treasury Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Forvis Mazars Wealth Advisors's iShares US Treasury Bond ETF position peaked at $44.5M in Q4 2019.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.