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

LVW 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 		$321K Buy
+14,106
New +$321K 0.03% 337
2025
Q1 		– Sell
-131,485
Closed -$3.02M – 307
2024
Q4 		$3.02M Buy
131,485
+3,252
+3% +$74.2K 0.36% 43
2024
Q3 		$3.01M Buy
128,233
+4,272
+3% +$98.9K 0.38% 43
2024
Q2 		$2.8M Buy
123,961
+1,585
+1% +$35.5K 0.41% 39
2024
Q1 		$2.79M Buy
122,376
+1,736
+1% +$39.5K 0.47% 38
2023
Q4 		$2.78M Buy
120,640
+3,012
+3% +$67K 0.52% 36
2023
Q3 		$2.59M Buy
117,628
+2,666
+2% +$60K 0.54% 38
2023
Q2 		$2.63M Buy
+114,962
New +$2.67M 0.51% 54
2022
Q4 		– Sell
-701,107
Closed -$16M – 235
2022
Q3 		$16M Buy
701,107
+34,043
+5% +$806K 3.57% 6
2022
Q2 		$15.9M Buy
+667,064
New +$16.1M 3.24% 6
2021
Q4 		– Sell
-41,230
Closed -$1.09M – 245
2021
Q3 		$1.09M Hold
41,230
– – 0.19% 85
2021
Q2 		$1.1M Hold
41,230
– – 0.19% 84
2021
Q1 		$1.08M Buy
41,230
+6,395
+18% +$171K 0.21% 77
2020
Q4 		$949K Buy
34,835
+680
+2% +$18.8K 0.19% 80
2020
Q3 		$955K Sell
34,155
-5,770
-14% -$162K 0.21% 74
2020
Q2 		$1.12M Sell
39,925
-2,972
-7% -$83.1K 0.27% 61
2020
Q1 		$1.2M Sell
42,897
-4,249
-9% -$114K 0.32% 58
2019
Q4 		$1.22M Buy
+47,146
New +$1.23M 0.28% 66

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

LVW Advisors's GOVT Position: Q2 2026 in Review

LVW Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 14,106 shares worth $321K. The stake represents 0.03% of the portfolio and ranks #337 among its holdings. This is a return to the name: LVW Advisors previously reported a position in GOVT as recently as Q4 2024.

LVW Advisors first reported a position in GOVT in Q4 2019 and has held it in 18 quarters since. The position peaked at $16M in Q3 2022. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • LVW Advisors held 14,106 shares of iShares US Treasury Bond ETF worth $321K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new LVW Advisors position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #337 holding.
  • LVW Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • LVW Advisors's iShares US Treasury Bond ETF position peaked at $16M in Q3 2022.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.