Insigneo Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Insigneo Advisory Services’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	$208K	Sell	9,136 -100	-1%	-$2.28K	0.01%	770
2026 Q1	$212K	Sell	9,236 -271	-3%	-$6.25K	0.02%	630
2025 Q4	$219K	Sell	9,507 -435	-4%	-$10.1K	0.02%	619
2025 Q3	$230K	Buy	9,942 +1,000	+11%	+$22.9K	0.02%	594
2025 Q2	$205K	Sell	8,942 -6,489	-42%	-$148K	0.02%	562
2025 Q1	$355K	Buy	15,431 +3,980	+35%	+$90.2K	0.04%	378
2024 Q4	$263K	Buy	11,451 +1,917	+20%	+$43.7K	0.03%	450
2024 Q3	$224K	Sell	9,534 -455	-5%	-$10.5K	0.02%	526
2024 Q2	$233K	Buy	+9,989	New	+$224K	0.03%	466

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

Insigneo Advisory Services's GOVT Position: Q2 2026 in Review

Insigneo Advisory Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, selling an estimated $2.28K and leaving 9,136 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #770.

Insigneo Advisory Services first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. The position peaked at $355K in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Insigneo Advisory Services held 9,136 shares of iShares US Treasury Bond ETF worth $208K as of Q2 2026.
Insigneo Advisory Services sold 100 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.28K.
iShares US Treasury Bond ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #770 holding.
Insigneo Advisory Services first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares US Treasury Bond ETF position peaked at $355K in Q1 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.