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

Invested 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 		$1.04M Buy
45,688
+11,459
+33% +$261K 0.92% 29
2026
Q1 		$784K Buy
34,229
+10,320
+43% +$238K 0.79% 30
2025
Q4 		$551K Sell
23,909
-2,975
-11% -$68.9K 0.57% 43
2025
Q3 		$602K Buy
+26,884
New +$616K 0.88% 27

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Invested Advisors's GOVT Position: Q2 2026 in Review

Invested Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 33% in Q2 2026, buying an estimated $261K and bringing the position to 45,688 shares worth $1.04M. The position accounts for 0.92% of the portfolio, ranked #29.

Invested Advisors first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Invested Advisors held 45,688 shares of iShares US Treasury Bond ETF worth $1.04M as of Q2 2026.
  • Invested Advisors bought 11,459 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $261K.
  • iShares US Treasury Bond ETF made up 0.92% of Invested Advisors's portfolio in Q2 2026, its #29 holding.
  • Invested Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.