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

Long Run 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
2025
Q4 		$709K Buy
30,797
+8,932
+41% +$207K 0.13% 71
2025
Q3 		$506K Buy
+21,865
New +$501K 0.1% 76

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Long Run Wealth Advisors's GOVT Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 41% in Q4 2025, buying an estimated $207K and bringing the position to 30,797 shares worth $709K. The position accounts for 0.13% of the portfolio, ranked #71.

Long Run Wealth Advisors first reported a position in GOVT in Q3 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

  • Long Run Wealth Advisors held 30,797 shares of iShares US Treasury Bond ETF worth $709K as of Q4 2025.
  • Long Run Wealth Advisors bought 8,932 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $207K.
  • iShares US Treasury Bond ETF made up 0.13% of Long Run Wealth Advisors's portfolio in Q4 2025, its #71 holding.
  • Long Run Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.