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Guardian Wealth Advisors (North Carolina)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$20K Buy
+875
New +$20.2K ﹤0.01% 504
2025
Q3 		– Sell
-230
Closed -$5.29K – 424
2025
Q2 		$5.29K Buy
230
+17
+8% +$387 ﹤0.01% 506
2025
Q1 		$4.9K Sell
213
-223
-51% -$5.05K ﹤0.01% 486
2024
Q4 		$10K Buy
436
+382
+707% +$8.71K ﹤0.01% 442
2024
Q3 		$1.27K Hold
54
– – ﹤0.01% 431
2024
Q2 		$1.22K Hold
54
– – ﹤0.01% 418
2024
Q1 		$1.23K Hold
54
– – ﹤0.01% 435
2023
Q4 		$1.24K Hold
54
– – ﹤0.01% 420
2023
Q3 		$1.19K Sell
54
-116
-68% -$2.61K ﹤0.01% 399
2023
Q2 		$3.89K Hold
170
– – ﹤0.01% 371
2023
Q1 		$3.98K Buy
+170
New +$3.93K ﹤0.01% 365

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Guardian Wealth Advisors (North Carolina)'s GOVT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 875 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in GOVT as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in GOVT in Q1 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 875 shares of iShares US Treasury Bond ETF worth $20K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #504 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.