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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
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
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 $74.2B AUM 21.09% 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

Heritage Wealth Advisors's GOVT Position: Q1 2026 in Review

Heritage Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 0.55% in Q1 2026, buying an estimated $23 and bringing the position to 183 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Heritage Wealth Advisors first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Heritage Wealth Advisors held 183 shares of iShares US Treasury Bond ETF worth $4.2K as of Q1 2026.
  • Heritage Wealth Advisors bought 1 iShares US Treasury Bond ETF share in Q1 2026, an estimated $23.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #579 holding.
  • Heritage Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.