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	0.37%	43
2024 Q3	$3.01M	Buy	128,233 +4,272	+3%	+$98.9K	0.39%	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	0.55%	38
2023 Q2	$2.63M	Buy	+114,962	New	+$2.67M	0.53%	54
2022 Q4	–	Sell	-701,107	Closed	-$16M	–	235
2022 Q3	$16M	Buy	701,107 +34,043	+5%	+$806K	3.6%	6
2022 Q2	$15.9M	Buy	+667,064	New	+$16.1M	3.34%	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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return