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

JFS 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	$1.86M	Buy	81,840 +7,493	+10%	+$171K	0.09%	121
2026 Q1	$1.7M	Buy	+74,347	New	+$1.71M	0.1%	121
2022 Q1	–	Sell	-40	Closed	-$1K	–	1874
2021 Q4	$1K	Buy	+40	New	+$1.06K	﹤0.01%	1375

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

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

JFS Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q2 2026, buying an estimated $171K and bringing the position to 81,840 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #121.

JFS Wealth Advisors first reported a position in GOVT in Q4 2021 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

JFS Wealth Advisors held 81,840 shares of iShares US Treasury Bond ETF worth $1.86M as of Q2 2026.
JFS Wealth Advisors bought 7,493 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $171K.
iShares US Treasury Bond ETF made up 0.09% of JFS Wealth Advisors's portfolio in Q2 2026, its #121 holding.
JFS Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.