Legacy Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Legacy Advisory Services’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 Q3	$534K	Buy	+24,402	New	+$547K	0.38%	46

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Legacy Advisory Services's GOVT Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2026: 24,402 shares worth $534K. The stake represents 0.38% of the portfolio and ranks #46 among its holdings.

304 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Legacy Advisory Services held 24,402 shares of iShares US Treasury Bond ETF worth $534K as of Q3 2026.
iShares US Treasury Bond ETF was a new Legacy Advisory Services position in Q3 2026.
iShares US Treasury Bond ETF made up 0.38% of Legacy Advisory Services's portfolio in Q3 2026, its #46 holding.
304 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.