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

Lineweaver 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 		$13.6M Buy
+598,663
New +$13.6M 1.61% 13
2024
Q2 		– Sell
-526,356
Closed -$12M – 131
2024
Q1 		$12M Buy
526,356
+31,023
+6% +$705K 2.85% 7
2023
Q4 		$11.4M Buy
495,333
+1,733
+0.4% +$38.6K 2.96% 7
2023
Q3 		$10.9M Buy
493,600
+4,934
+1% +$111K 3.16% 8
2023
Q2 		$11.2M Buy
488,666
+4,691
+1% +$109K 3.19% 9
2023
Q1 		$11.3M Sell
483,975
-23,529
-5% -$543K 3.48% 6
2022
Q4 		$11.5M Sell
507,504
-1,815
-0.4% -$41.3K 3.49% 6
2022
Q3 		$11.6M Buy
+509,319
New +$12.1M 3.76% 5
2022
Q2 		– Sell
-405,161
Closed -$10.1M – 140
2022
Q1 		$10.1M Buy
405,161
+115,492
+40% +$2.96M 2.88% 9
2021
Q4 		$7.73M Sell
289,669
-395,907
-58% -$10.5M 2.23% 10
2021
Q3 		$18.2M Buy
685,576
+31,653
+5% +$848K 5.55% 3
2021
Q2 		$17.4M Buy
653,923
+67,091
+11% +$1.77M 5.7% 3
2021
Q1 		$15.4M Buy
586,832
+108,027
+23% +$2.89M 5.45% 4
2020
Q4 		$13M Buy
478,805
+5,772
+1% +$159K 5.12% 5
2020
Q3 		$13.2M Buy
473,033
+12,582
+3% +$353K 5.91% 5
2020
Q2 		$12.9M Sell
460,451
-190,151
-29% -$5.32M 6.55% 5
2020
Q1 		$18.3M Sell
650,602
-50,429
-7% -$1.35M 11.47% 1
2019
Q4 		$18.2M Buy
+701,031
New +$18.3M 10.27% 3

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

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

Lineweaver Wealth Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 598,663 shares worth $13.6M. The stake represents 1.61% of the portfolio and ranks #13 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in GOVT as recently as Q1 2024.

Lineweaver Wealth Advisors first reported a position in GOVT in Q4 2019 and has held it in 18 quarters since. The position peaked at $18.3M in Q1 2020. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Lineweaver Wealth Advisors held 598,663 shares of iShares US Treasury Bond ETF worth $13.6M as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • iShares US Treasury Bond ETF made up 1.61% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Lineweaver Wealth Advisors's iShares US Treasury Bond ETF position peaked at $18.3M in Q1 2020.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.