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

Latitude 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	$441K	Buy	19,370 +6,439	+50%	+$147K	0.18%	134
2026 Q1	$296K	Buy	12,931 +2,617	+25%	+$60.3K	0.14%	168
2025 Q4	$237K	Buy	+10,314	New	+$239K	0.1%	199
2023 Q4	–	Sell	-9,628	Closed	-$212K	–	178
2023 Q3	$212K	Buy	+9,628	New	+$217K	0.15%	152
2022 Q2	–	Sell	-57,260	Closed	-$1.43M	–	200
2022 Q1	$1.43M	Buy	57,260 +23,850	+71%	+$611K	0.32%	69
2021 Q4	$891K	Buy	33,410 +189	+0.6%	+$5K	0.25%	85
2021 Q3	$881K	Buy	33,221 +13,290	+67%	+$356K	0.28%	69
2021 Q2	$530K	Buy	+19,931	New	+$526K	0.39%	52

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Latitude Advisors's GOVT Position: Q2 2026 in Review

Latitude Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 50% in Q2 2026, buying an estimated $147K and bringing the position to 19,370 shares worth $441K. The position accounts for 0.18% of the portfolio, ranked #134.

Latitude Advisors first reported a position in GOVT in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.43M in Q1 2022. 440 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Latitude Advisors held 19,370 shares of iShares US Treasury Bond ETF worth $441K as of Q2 2026.
Latitude Advisors bought 6,439 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $147K.
iShares US Treasury Bond ETF made up 0.18% of Latitude Advisors's portfolio in Q2 2026, its #134 holding.
Latitude Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 8 quarters since.
Latitude Advisors's iShares US Treasury Bond ETF position peaked at $1.43M in Q1 2022.
440 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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