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

Medallion 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
2026 Q1	$69.1K	Sell	3,016 -60	-2%	-$1.38K	0.02%	415
2025 Q4	$70.8K	Sell	3,076 -22	-0.7%	-$509	0.02%	412
2025 Q3	$71.6K	Sell	3,098 -233	-7%	-$5.34K	0.03%	411
2025 Q2	$76.3K	Sell	3,331 -171	-5%	-$3.89K	0.03%	389
2025 Q1	$80.4K	Buy	3,502 +18	+0.5%	+$408	0.04%	344
2024 Q4	$80.1K	Buy	+3,484	New	+$79.5K	0.04%	336

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Medallion Wealth Advisors's GOVT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q1 2026, selling an estimated $1.38K and leaving 3,016 shares worth $69.1K. The position accounts for 0.02% of the portfolio, ranked #415.

Medallion Wealth Advisors first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.4K in Q1 2025. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Medallion Wealth Advisors held 3,016 shares of iShares US Treasury Bond ETF worth $69.1K as of Q1 2026.
Medallion Wealth Advisors sold 60 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.38K.
iShares US Treasury Bond ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #415 holding.
Medallion Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares US Treasury Bond ETF position peaked at $80.4K in Q1 2025.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.