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Gladstone Institutional Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gladstone Institutional Advisory’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 		$1.08M Buy
47,418
+3,058
+7% +$69.6K 0.03% 400
2026
Q1 		$1.02M Buy
44,360
+2,071
+5% +$47.7K 0.04% 368
2025
Q4 		$974K Buy
42,289
+4,558
+12% +$106K 0.04% 373
2025
Q3 		$872K Buy
37,731
+4,189
+12% +$96.1K 0.03% 398
2025
Q2 		$771K Buy
33,542
+7,684
+30% +$175K 0.03% 395
2025
Q1 		$594K Buy
25,858
+8,522
+49% +$193K 0.03% 429
2024
Q4 		$398K Buy
17,336
+3,032
+21% +$69.2K 0.02% 527
2024
Q3 		$335K Buy
14,304
+1,157
+9% +$26.8K 0.02% 549
2024
Q2 		$297K Buy
13,147
+1,866
+17% +$41.8K 0.02% 546
2024
Q1 		$257K Sell
11,281
-3,943
-26% -$89.6K 0.01% 564
2023
Q4 		$351K Sell
15,224
-2,264
-13% -$50.4K 0.02% 492
2023
Q3 		$385K Sell
17,488
-1,985
-10% -$44.7K 0.03% 439
2023
Q2 		$446K Sell
19,473
-5,049
-21% -$117K 0.03% 426
2023
Q1 		$573K Sell
24,522
-6,909
-22% -$160K 0.04% 376
2022
Q4 		$714K Sell
31,431
-3,792
-11% -$86.2K 0.05% 335
2022
Q3 		$802K Buy
35,223
+16,234
+85% +$385K 0.06% 308
2022
Q2 		$454K Buy
18,989
+5,287
+39% +$127K 0.04% 429
2022
Q1 		$341K Buy
13,702
+1,663
+14% +$42.6K 0.02% 519
2021
Q4 		$321K Sell
12,039
-1,585
-12% -$42K 0.02% 459
2021
Q3 		$361K Buy
13,624
+248
+2% +$6.64K 0.04% 397
2021
Q2 		$356K Sell
13,376
-3,659
-21% -$96.6K 0.04% 363
2021
Q1 		$446K Sell
17,035
-90
-0.5% -$2.4K 0.07% 252
2020
Q4 		$466K Buy
17,125
+6,621
+63% +$183K 0.09% 167
2020
Q3 		$294K Sell
10,504
-1,528
-13% -$42.8K 0.07% 212
2020
Q2 		$337K Buy
12,032
+1,261
+12% +$35.3K 0.09% 166
2020
Q1 		$302K Buy
+10,771
New +$289K 0.08% 191

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Gladstone Institutional Advisory's GOVT Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 6.9% in Q2 2026, buying an estimated $69.6K and bringing the position to 47,418 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #400.

Gladstone Institutional Advisory first reported a position in GOVT in Q1 2020 and has held it in 26 quarters since. 348 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Gladstone Institutional Advisory held 47,418 shares of iShares US Treasury Bond ETF worth $1.08M as of Q2 2026.
  • Gladstone Institutional Advisory bought 3,058 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $69.6K.
  • iShares US Treasury Bond ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #400 holding.
  • Gladstone Institutional Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.