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 Q2	$620K	Buy	27,224 +14,509	+114%	+$330K	0.4%	37
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 $1.55T 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

Joel Adams & Associates's GOVT Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 114% in Q2 2026, buying an estimated $330K and bringing the position to 27,224 shares worth $620K. The position accounts for 0.4% of the portfolio, ranked #37.

Joel Adams & Associates first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Joel Adams & Associates held 27,224 shares of iShares US Treasury Bond ETF worth $620K as of Q2 2026.
Joel Adams & Associates bought 14,509 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $330K.
iShares US Treasury Bond ETF made up 0.4% of Joel Adams & Associates's portfolio in Q2 2026, its #37 holding.
Joel Adams & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.