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Foundations Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Foundations Investment 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 		$67.1M Buy
2,945,895
+1,311,628
+80% +$29.9M 0.69% 36
2026
Q1 		$37.4M Buy
1,634,267
+1,252,520
+328% +$28.9M 0.46% 59
2025
Q4 		$8.79M Buy
381,747
+5,442
+1% +$126K 0.12% 159
2025
Q3 		$8.7M Sell
376,305
-31,073
-8% -$713K 0.13% 151
2025
Q2 		$9.36M Buy
407,378
+66,568
+20% +$1.52M 0.15% 142
2025
Q1 		$7.83M Sell
340,810
-33,718
-9% -$764K 0.14% 142
2024
Q4 		$8.61M Buy
374,528
+34,028
+10% +$776K 0.17% 123
2024
Q3 		$7.98M Buy
340,500
+17,141
+5% +$397K 0.17% 120
2024
Q2 		$7.3M Buy
323,359
+22,879
+8% +$513K 0.18% 105
2024
Q1 		$6.84M Buy
300,480
+141,299
+89% +$3.21M 0.18% 99
2023
Q4 		$3.67M Sell
159,181
-428,431
-73% -$9.54M 0.1% 151
2023
Q3 		$13M Sell
587,612
-105,349
-15% -$2.37M 0.4% 53
2023
Q2 		$15.9M Buy
692,961
+372,670
+116% +$8.64M 0.53% 36
2023
Q1 		$7.49M Sell
320,291
-461,674
-59% -$10.7M 0.27% 66
2022
Q4 		$17.8M Sell
781,965
-183,145
-19% -$4.16M 0.71% 25
2022
Q3 		$22M Buy
965,110
+263,009
+37% +$6.23M 0.96% 17
2022
Q2 		$16.8M Buy
702,101
+292,642
+71% +$7.04M 0.7% 21
2022
Q1 		$9.93M Buy
409,459
+55,743
+16% +$1.43M 0.38% 27
2021
Q4 		$9.22M Sell
353,716
-24,933
-7% -$660K 0.35% 25
2021
Q3 		$10M Sell
378,649
-60,724
-14% -$1.63M 0.44% 23
2021
Q2 		$11.7M Buy
439,373
+136,746
+45% +$3.61M 0.56% 27
2021
Q1 		$7.94M Buy
302,627
+186,559
+161% +$4.98M 0.46% 27
2020
Q4 		$3.14M Buy
116,068
+2,924
+3% +$80.7K 0.21% 37
2020
Q3 		$3.16M Buy
113,144
+56,627
+100% +$1.59M 0.69% 24
2020
Q2 		$1.58M Buy
+56,517
New +$1.58M 0.14% 47
2019
Q1 		– Sell
-15,399
Closed -$382K – 104
2018
Q4 		$382K Buy
+15,399
New +$375K 0.08% 73

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

Foundations Investment Advisors's GOVT Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 80% in Q2 2026, buying an estimated $29.9M and bringing the position to 2,945,895 shares worth $67.1M. The position accounts for 0.69% of the portfolio, ranked #36.

Foundations Investment Advisors first reported a position in GOVT in Q4 2018 and has held it in 26 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Foundations Investment Advisors held 2,945,895 shares of iShares US Treasury Bond ETF worth $67.1M as of Q2 2026.
  • Foundations Investment Advisors bought 1,311,628 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $29.9M.
  • iShares US Treasury Bond ETF made up 0.69% of Foundations Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Foundations Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.