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

Heritage Wealth 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
2026 Q2	$4.21K	Buy	185 +2	+1%	+$46	﹤0.01%	587
2026 Q1	$4.2K	Buy	183 +1	+0.5%	+$23	﹤0.01%	579
2025 Q4	$4.2K	Buy	182 +2	+1%	+$46	﹤0.01%	508
2025 Q3	$4.17K	Buy	180 +1	+0.6%	+$23	﹤0.01%	484
2025 Q2	$4.1K	Buy	179 +2	+1%	+$46	﹤0.01%	473
2025 Q1	$4.07K	Buy	177 +1	+0.6%	+$23	﹤0.01%	467
2024 Q4	$4.04K	Buy	176 +1	+0.6%	+$23	﹤0.01%	515
2024 Q3	$4.1K	Buy	+175	New	+$4.05K	﹤0.01%	500

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 22.96% 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

Heritage Wealth Advisors's GOVT Position: Q2 2026 in Review

Heritage Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, buying an estimated $46 and bringing the position to 185 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Heritage Wealth Advisors first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Heritage Wealth Advisors held 185 shares of iShares US Treasury Bond ETF worth $4.21K as of Q2 2026.
Heritage Wealth Advisors bought 2 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $46.
iShares US Treasury Bond ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #587 holding.
Heritage Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.