IAA
GOVT icon

Independent Advisor Alliance’s iShares US Treasury Bond ETF GOVT Stock Holding History

Independent Advisor Alliance’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 		$7.48M Buy
326,528
+289,850
+790% +$6.68M 0.08% 224
2025
Q4 		$845K Buy
36,678
+17,579
+92% +$407K 0.02% 513
2025
Q3 		$442K Buy
19,099
+9,548
+100% +$219K 0.01% 659
2025
Q2 		$219K Sell
9,551
-914
-9% -$20.8K 0.01% 817
2025
Q1 		$241K Sell
10,465
-393,222
-97% -$8.91M 0.01% 721
2024
Q4 		$9.28M Buy
403,687
+392,346
+3,460% +$8.95M 0.12% 174
2024
Q3 		$266K Buy
11,341
+374
+3% +$8.66K 0.01% 600
2024
Q2 		$248K Buy
10,967
+446
+4% +$10K 0.01% 620
2024
Q1 		$240K Buy
10,521
+153
+1% +$3.48K 0.01% 621
2023
Q4 		$239K Sell
10,368
-1,683
-14% -$37.5K 0.01% 604
2023
Q3 		$266K Buy
12,051
+3,242
+37% +$73K 0.01% 541
2023
Q2 		$202K Sell
8,809
-200
-2% -$4.64K 0.01% 623
2023
Q1 		$211K Sell
9,009
-1,092
-11% -$25.2K 0.01% 604
2022
Q4 		$230K Sell
10,101
-31
-0.3% -$705 0.08% 135
2022
Q3 		$231K Buy
10,132
+1,641
+19% +$38.9K 0.01% 548
2022
Q2 		$203K Buy
8,491
+203
+2% +$4.88K 0.01% 569
2022
Q1 		$206K Buy
8,288
+206
+3% +$5.28K 0.01% 609
2021
Q4 		$216K Buy
8,082
+281
+4% +$7.44K 0.01% 612
2021
Q3 		$207K Buy
+7,801
New +$209K 0.01% 579
2020
Q3 		– Sell
-7,503
Closed -$212K – 507
2020
Q2 		$212K Sell
7,503
-205
-3% -$5.73K 0.02% 427
2020
Q1 		$216K Sell
7,708
-159,729
-95% -$4.29M 0.03% 346
2019
Q4 		$4.34M Buy
167,437
+159,360
+1,973% +$4.16M 0.19% 124
2019
Q3 		$209K Buy
+8,077
New +$211K 0.03% 414

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

Independent Advisor Alliance's GOVT Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares US Treasury Bond ETF (GOVT) stake by 790% in Q1 2026, buying an estimated $6.68M and bringing the position to 326,528 shares worth $7.48M. The position accounts for 0.08% of the portfolio, ranked #224.

Independent Advisor Alliance first reported a position in GOVT in Q3 2019 and has held it in 23 quarters since. The position peaked at $9.28M in Q4 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Independent Advisor Alliance held 326,528 shares of iShares US Treasury Bond ETF worth $7.48M as of Q1 2026.
  • Independent Advisor Alliance bought 289,850 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $6.68M.
  • iShares US Treasury Bond ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #224 holding.
  • Independent Advisor Alliance first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • Independent Advisor Alliance's iShares US Treasury Bond ETF position peaked at $9.28M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.