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

Lloyd 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
Q1 		$267K Buy
11,651
+11,324
+3,463% +$261K 0.08% 128
2025
Q4 		$7.52K Buy
+327
New +$7.57K ﹤0.01% 407
2022
Q2 		– Sell
-1,263
Closed -$31K – 264
2022
Q1 		$31K Buy
+1,263
New +$32.3K 0.01% 285
2020
Q1 		– Sell
-463
Closed -$12K – 325
2019
Q4 		$12K Buy
+463
New +$12.1K 0.01% 204

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Lloyd Advisory Services's GOVT Position: Q1 2026 in Review

Lloyd Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 3,463% in Q1 2026, buying an estimated $261K and bringing the position to 11,651 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #128.

Lloyd Advisory Services first reported a position in GOVT in Q4 2019 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Lloyd Advisory Services held 11,651 shares of iShares US Treasury Bond ETF worth $267K as of Q1 2026.
  • Lloyd Advisory Services bought 11,324 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $261K.
  • iShares US Treasury Bond ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q1 2026, its #128 holding.
  • Lloyd Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.