Guerra Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Guerra Advisors’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
2025 Q3	$275K	Buy	+11,906	New	+$273K	0.1%	81

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Guerra Advisors's GOVT Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2025: 11,906 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #81 among its holdings.

787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

Guerra Advisors held 11,906 shares of iShares US Treasury Bond ETF worth $275K as of Q3 2025.
iShares US Treasury Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares US Treasury Bond ETF made up 0.1% of Guerra Advisors's portfolio in Q3 2025, its #81 holding.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.