JWCA
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J.W. Cole Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

J.W. Cole 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 		$1.44M Buy
63,247
+3,059
+5% +$69.7K 0.02% 618
2026
Q1 		$1.38M Buy
60,188
+13,644
+29% +$315K 0.05% 313
2025
Q4 		$984K Buy
46,544
+14,115
+44% +$327K 0.02% 640
2025
Q3 		$750K Buy
32,429
+4,465
+16% +$102K 0.01% 826
2025
Q2 		$643K Buy
27,964
+13,337
+91% +$304K 0.01% 829
2025
Q1 		$336K Buy
14,627
+735
+5% +$16.7K 0.01% 913
2024
Q4 		$319K Sell
13,892
-2,609
-16% -$59.5K 0.01% 761
2024
Q3 		$387K Buy
16,501
+831
+5% +$19.2K 0.02% 695
2024
Q2 		$354K Sell
15,670
-298
-2% -$6.68K 0.02% 643
2024
Q1 		$364K Sell
15,968
-992
-6% -$22.6K 0.02% 625
2023
Q4 		$391K Sell
16,960
-10,257
-38% -$228K 0.02% 558
2023
Q3 		$600K Sell
27,217
-5,985
-18% -$135K 0.04% 374
2023
Q2 		$760K Buy
33,202
+9,189
+38% +$213K 0.05% 325
2023
Q1 		$561K Sell
24,013
-6,358
-21% -$147K 0.04% 420
2022
Q4 		$690K Sell
30,371
-8,839
-23% -$201K 0.05% 339
2022
Q3 		$892K Buy
39,210
+14,324
+58% +$339K 0.07% 272
2022
Q2 		$595K Sell
24,886
-7,741
-24% -$186K 0.05% 362
2022
Q1 		$813K Buy
32,627
+3,859
+13% +$98.8K 0.05% 329
2021
Q4 		$768K Buy
+28,768
New +$762K 0.05% 350
2021
Q3 		– Sell
-29,790
Closed -$792K – 559
2021
Q2 		$792K Sell
29,790
-5,137
-15% -$136K 0.06% 318
2021
Q1 		$915K Buy
34,927
+550
+2% +$14.7K 0.09% 255
2020
Q4 		$936K Sell
34,377
-8,980
-21% -$248K 0.1% 233
2020
Q3 		$1.21M Buy
43,357
+20,933
+93% +$587K 0.09% 220
2020
Q2 		$628K Buy
+22,424
New +$627K 0.09% 201
2020
Q1 		– Sell
-21,376
Closed -$555K – 258
2019
Q4 		$555K Buy
+21,376
New +$558K 0.07% 283

Other funds holding GOVT

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

J.W. Cole Advisors's GOVT Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 5.1% in Q2 2026, buying an estimated $69.7K and bringing the position to 63,247 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #618.

J.W. Cole Advisors first reported a position in GOVT in Q4 2019 and has held it in 25 quarters since. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • J.W. Cole Advisors held 63,247 shares of iShares US Treasury Bond ETF worth $1.44M as of Q2 2026.
  • J.W. Cole Advisors bought 3,059 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $69.7K.
  • iShares US Treasury Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #618 holding.
  • J.W. Cole Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.