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

MONECO 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	$475K	Buy	20,862 +42	+0.2%	+$956	0.03%	374
2026 Q1	$477K	Sell	20,820 -4,446	-18%	-$102K	0.04%	314
2025 Q4	$582K	Buy	25,266 +315	+1%	+$7.29K	0.05%	279
2025 Q3	$577K	Buy	24,951 +749	+3%	+$17.2K	0.05%	276
2025 Q2	$556K	Sell	24,202 -1,244	-5%	-$28.3K	0.05%	274
2025 Q1	$585K	Sell	25,446 -4,801	-16%	-$109K	0.06%	248
2024 Q4	$695K	Buy	+30,247	New	+$690K	0.07%	226
2021 Q4	–	Sell	-10,080	Closed	-$267K	–	257
2021 Q3	$267K	Buy	+10,080	New	+$270K	0.11%	197

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 22.96% 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

MONECO Advisors's GOVT Position: Q2 2026 in Review

MONECO Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 0.2% in Q2 2026, buying an estimated $956 and bringing the position to 20,862 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #374.

MONECO Advisors first reported a position in GOVT in Q3 2021 and has held it in 8 quarters since. The position peaked at $695K in Q4 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

MONECO Advisors held 20,862 shares of iShares US Treasury Bond ETF worth $475K as of Q2 2026.
MONECO Advisors bought 42 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $956.
iShares US Treasury Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #374 holding.
MONECO Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 8 quarters since.
MONECO Advisors's iShares US Treasury Bond ETF position peaked at $695K in Q4 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.