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 Q2	–	Sell	-875	Closed	-$20K	–	455
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 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

Guardian Wealth Advisors (North Carolina)'s GOVT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 875 shares — an estimated $20K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in GOVT in Q1 2023 and held it in 11 quarters. The position peaked at $20K in Q1 2026. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 875 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $20K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Treasury Bond ETF position peaked at $20K in Q1 2026.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.