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 Q2	$349K	Buy	15,325 +3,674	+32%	+$83.7K	0.14%	80
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 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 22.9% 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

Lloyd Advisory Services's GOVT Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 32% in Q2 2026, buying an estimated $83.7K and bringing the position to 15,325 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #80.

Lloyd Advisory Services first reported a position in GOVT in Q4 2019 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Lloyd Advisory Services held 15,325 shares of iShares US Treasury Bond ETF worth $349K as of Q2 2026.
Lloyd Advisory Services bought 3,674 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $83.7K.
iShares US Treasury Bond ETF made up 0.14% of Lloyd Advisory Services's portfolio in Q2 2026, its #80 holding.
Lloyd Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.