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

Lantern 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 		$308K Buy
13,502
+3,324
+33% +$75.7K 0.14% 144
2026
Q1 		$233K Buy
+10,178
New +$235K 0.12% 157

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Lantern Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 33% in Q2 2026, buying an estimated $75.7K and bringing the position to 13,502 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #144.

Lantern Wealth Advisors first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Lantern Wealth Advisors held 13,502 shares of iShares US Treasury Bond ETF worth $308K as of Q2 2026.
  • Lantern Wealth Advisors bought 3,324 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $75.7K.
  • iShares US Treasury Bond ETF made up 0.14% of Lantern Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Lantern Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.