Garden State Investment Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Garden State Investment Advisory Services’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	$545K	Buy	23,922 +195	+0.8%	+$4.44K	0.1%	165
2026 Q1	$544K	Sell	23,727 -4,195	-15%	-$96.7K	0.12%	146
2025 Q4	$643K	Buy	27,922 +14,506	+108%	+$336K	0.14%	126
2025 Q3	$310K	Sell	13,416 -51	-0.4%	-$1.17K	0.07%	220
2025 Q2	$310K	Buy	13,467 +19	+0.1%	+$433	0.08%	220
2025 Q1	$309K	Sell	13,448 -51	-0.4%	-$1.16K	0.1%	184
2024 Q4	$310K	Sell	13,499 -564	-4%	-$12.9K	0.09%	182
2024 Q3	$330K	Buy	14,063 +38	+0.3%	+$880	0.11%	167
2024 Q2	$317K	Buy	14,025 +38	+0.3%	+$852	0.11%	162
2024 Q1	$319K	Buy	13,987 +18	+0.1%	+$409	0.12%	164
2023 Q4	$322K	Sell	13,969 -4,243	-23%	-$94.4K	0.13%	150
2023 Q3	$401K	Sell	18,212 -1,213	-6%	-$27.3K	0.18%	108
2023 Q2	$445K	Buy	+19,425	New	+$451K	0.17%	103

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Garden State Investment Advisory Services's GOVT Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 0.82% in Q2 2026, buying an estimated $4.44K and bringing the position to 23,922 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #165.

Garden State Investment Advisory Services first reported a position in GOVT in Q2 2023 and has held it in 13 quarters since. The position peaked at $643K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Garden State Investment Advisory Services held 23,922 shares of iShares US Treasury Bond ETF worth $545K as of Q2 2026.
Garden State Investment Advisory Services bought 195 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.44K.
iShares US Treasury Bond ETF made up 0.1% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #165 holding.
Garden State Investment Advisory Services first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Garden State Investment Advisory Services's iShares US Treasury Bond ETF position peaked at $643K in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.