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

Lifeworks 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	$27M	Buy	1,184,445 +46,027	+4%	+$1.05M	2.83%	2
2026 Q1	$26.1M	Buy	1,138,418 +23,526	+2%	+$542K	3.35%	2
2025 Q4	$25.7M	Buy	1,114,892 +65,350	+6%	+$1.51M	3.32%	2
2025 Q3	$24.3M	Buy	1,049,542 +52,611	+5%	+$1.21M	3.23%	2
2025 Q2	$22.9M	Buy	996,931 +56,400	+6%	+$1.28M	3.42%	2
2025 Q1	$21.6M	Buy	940,531 +118,715	+14%	+$2.69M	3.59%	2
2024 Q4	$18.9M	Buy	821,816 +84,302	+11%	+$1.92M	3.41%	2
2024 Q3	$17.3M	Buy	737,514 +185,335	+34%	+$4.29M	3.4%	2
2024 Q2	$12.5M	Buy	552,179 +30,254	+6%	+$678K	3.47%	1
2024 Q1	$11.9M	Buy	521,925 +125,094	+32%	+$2.84M	3.33%	1
2023 Q4	$9.14M	Buy	396,831 +39,581	+11%	+$881K	3.15%	2
2023 Q3	$7.87M	Buy	357,250 +55,369	+18%	+$1.25M	3.06%	2
2023 Q2	$6.91M	Buy	301,881 +146,544	+94%	+$3.4M	2.94%	2
2023 Q1	$3.63M	Buy	155,337 +145,523	+1,483%	+$3.36M	1.72%	11
2022 Q4	$223K	Hold	9,814	–	–	0.13%	108
2022 Q3	$220K	Buy	+9,814	New	+$232K	0.13%	121

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

Lifeworks Advisors's GOVT Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 4% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,184,445 shares worth $27M. The position accounts for 2.83% of the portfolio, ranked #2.

Lifeworks Advisors first reported a position in GOVT in Q3 2022 and has held it in 16 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Lifeworks Advisors held 1,184,445 shares of iShares US Treasury Bond ETF worth $27M as of Q2 2026.
Lifeworks Advisors bought 46,027 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.05M.
iShares US Treasury Bond ETF made up 2.83% of Lifeworks Advisors's portfolio in Q2 2026, its #2 holding.
Lifeworks Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.