IWA
GOVT icon

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

Invera 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 		$802K Buy
35,006
+1,867
+6% +$43K 0.51% 59
2025
Q4 		$763K Buy
33,139
+5,226
+19% +$121K 0.48% 59
2025
Q3 		$645K Sell
27,913
-650
-2% -$14.9K 0.4% 65
2025
Q2 		$656K Hold
28,563
– – 0.43% 67
2025
Q1 		$657K Buy
28,563
+2,192
+8% +$49.7K 0.42% 73
2024
Q4 		$592K Buy
26,371
+11,173
+74% +$255K 0.59% 37
2024
Q3 		$345K Hold
15,198
– – 0.34% 40
2024
Q2 		$346K Sell
15,198
-1,604
-10% -$36K 0.35% 40
2024
Q1 		$373K Buy
16,802
+482
+3% +$11K 0.32% 55
2023
Q4 		$376K Buy
+16,320
New +$363K 0.24% 80

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

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

Invera Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 5.6% in Q1 2026, buying an estimated $43K and bringing the position to 35,006 shares worth $802K. The position accounts for 0.51% of the portfolio, ranked #59.

Invera Wealth Advisors first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Invera Wealth Advisors held 35,006 shares of iShares US Treasury Bond ETF worth $802K as of Q1 2026.
  • Invera Wealth Advisors bought 1,867 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $43K.
  • iShares US Treasury Bond ETF made up 0.51% of Invera Wealth Advisors's portfolio in Q1 2026, its #59 holding.
  • Invera Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.