Joel Adams & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Joel Adams & Associates’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	$291K	Buy	12,715 +96	+0.8%	+$2.21K	0.22%	53
2025 Q4	$291K	Buy	12,619 +399	+3%	+$9.24K	0.22%	54
2025 Q3	$283K	Buy	+12,220	New	+$280K	0.23%	57
2025 Q2	–	Sell	-17,445	Closed	-$401K	–	62
2025 Q1	$401K	Sell	17,445 -4,320	-20%	-$97.9K	0.36%	35
2024 Q4	$500K	Buy	+21,765	New	+$497K	0.45%	32

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Joel Adams & Associates's GOVT Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 0.76% in Q1 2026, buying an estimated $2.21K and bringing the position to 12,715 shares worth $291K. The position accounts for 0.22% of the portfolio, ranked #53.

Joel Adams & Associates first reported a position in GOVT in Q4 2024 and has held it in 5 quarters since. The position peaked at $500K in Q4 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Joel Adams & Associates held 12,715 shares of iShares US Treasury Bond ETF worth $291K as of Q1 2026.
Joel Adams & Associates bought 96 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.21K.
iShares US Treasury Bond ETF made up 0.22% of Joel Adams & Associates's portfolio in Q1 2026, its #53 holding.
Joel Adams & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Joel Adams & Associates's iShares US Treasury Bond ETF position peaked at $500K in Q4 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.