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
Q2 		$545K Sell
23,925
-302,603
-93% -$6.89M 0.01% 638
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Independent Advisor Alliance's GOVT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares US Treasury Bond ETF (GOVT) stake by 93% in Q2 2026, selling an estimated $6.89M and leaving 23,925 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #638.

Independent Advisor Alliance first reported a position in GOVT in Q3 2019 and has held it in 24 quarters since. The position peaked at $9.28M in Q4 2024. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Independent Advisor Alliance held 23,925 shares of iShares US Treasury Bond ETF worth $545K as of Q2 2026.
  • Independent Advisor Alliance sold 302,603 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.89M.
  • iShares US Treasury Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #638 holding.
  • Independent Advisor Alliance first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Independent Advisor Alliance's iShares US Treasury Bond ETF position peaked at $9.28M in Q4 2024.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.