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

Lifelong 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 		$2.52M Buy
110,733
+91,039
+462% +$2.07M 0.59% 26
2026
Q1 		$451K Buy
19,694
+2,080
+12% +$47.9K 0.12% 57
2025
Q4 		$406K Buy
17,614
+5,051
+40% +$117K 0.11% 59
2025
Q3 		$290K Sell
12,563
-667
-5% -$15.3K 0.09% 67
2025
Q2 		$304K Buy
13,230
+318
+2% +$7.24K 0.1% 60
2025
Q1 		$297K Buy
12,912
+803
+7% +$18.2K 0.14% 53
2024
Q4 		$278K Buy
+12,109
New +$276K 0.13% 50

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

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

Lifelong Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 462% in Q2 2026, buying an estimated $2.07M and bringing the position to 110,733 shares worth $2.52M. The position accounts for 0.59% of the portfolio, ranked #26.

Lifelong Wealth Advisors first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Lifelong Wealth Advisors held 110,733 shares of iShares US Treasury Bond ETF worth $2.52M as of Q2 2026.
  • Lifelong Wealth Advisors bought 91,039 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.07M.
  • iShares US Treasury Bond ETF made up 0.59% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Lifelong Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.