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 Q2	$797K	Hold	35,006	–	–	0.43%	63
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 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

Invera Wealth Advisors's GOVT Position: Q2 2026 in Review

Invera Wealth Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 35,006 shares worth $797K. The position accounts for 0.43% of the portfolio, ranked #63.

Invera Wealth Advisors first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $802K in Q1 2026. 958 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Invera Wealth Advisors held 35,006 shares of iShares US Treasury Bond ETF worth $797K as of Q2 2026.
Invera Wealth Advisors left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.43% of Invera Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Invera Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's iShares US Treasury Bond ETF position peaked at $802K in Q1 2026.
958 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.