Great Valley Advisor Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Great Valley Advisor 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	$5.57M	Buy	244,533 +39,390	+19%	+$897K	0.09%	205
2026 Q1	$4.7M	Sell	205,143 -3,264	-2%	-$75.2K	0.09%	206
2025 Q4	$4.8M	Sell	208,407 -28	-0%	-$648	0.09%	198
2025 Q3	$4.82M	Buy	208,435 +5,323	+3%	+$122K	0.1%	183
2025 Q2	$4.67M	Buy	203,112 +15,786	+8%	+$359K	0.1%	180
2025 Q1	$4.31M	Buy	187,326 +11,200	+6%	+$254K	0.09%	192
2024 Q4	$4.05M	Buy	176,126 +89,349	+103%	+$2.04M	0.09%	214
2024 Q3	$2.03M	Buy	86,777 +40,902	+89%	+$947K	0.05%	305
2024 Q2	$1.04M	Buy	+45,875	New	+$1.03M	0.03%	382
2023 Q4	–	Sell	-64,724	Closed	-$1.43M	–	731
2023 Q3	$1.43M	Buy	64,724 +9,086	+16%	+$205K	0.06%	266
2023 Q2	$1.27M	Sell	55,638 -1,210	-2%	-$28.1K	0.05%	280
2023 Q1	$1.33M	Buy	56,848 +1,331	+2%	+$30.7K	0.06%	267
2022 Q4	$1.26M	Buy	55,517 +1,672	+3%	+$38K	0.06%	289
2022 Q3	$1.23M	Buy	53,845 +960	+2%	+$22.7K	0.07%	269
2022 Q2	$1.26M	Buy	+52,885	New	+$1.27M	0.07%	270

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 22.9% 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

Great Valley Advisor Group's GOVT Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares US Treasury Bond ETF (GOVT) stake by 19% in Q2 2026, buying an estimated $897K and bringing the position to 244,533 shares worth $5.57M. The position accounts for 0.09% of the portfolio, ranked #205.

Great Valley Advisor Group first reported a position in GOVT in Q2 2022 and has held it in 15 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Great Valley Advisor Group held 244,533 shares of iShares US Treasury Bond ETF worth $5.57M as of Q2 2026.
Great Valley Advisor Group bought 39,390 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $897K.
iShares US Treasury Bond ETF made up 0.09% of Great Valley Advisor Group's portfolio in Q2 2026, its #205 holding.
Great Valley Advisor Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.