Moneta Group Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Moneta Group Investment 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	$880K	Buy	38,395 +28,567	+291%	+$659K	0.01%	382
2025 Q4	$226K	Buy	9,828 +485	+5%	+$11.2K	﹤0.01%	731
2025 Q3	$216K	Sell	9,343 -75	-0.8%	-$1.72K	﹤0.01%	728
2025 Q2	$216K	Sell	9,418 -1,726	-15%	-$39.3K	﹤0.01%	651
2025 Q1	$256K	Buy	+11,144	New	+$253K	﹤0.01%	560
2019 Q4	–	Sell	-10,674	Closed	-$281K	–	275
2019 Q3	$281K	Buy	+10,674	New	+$279K	0.03%	212

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

Moneta Group Investment Advisors's GOVT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 291% in Q1 2026, buying an estimated $659K and bringing the position to 38,395 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #382.

Moneta Group Investment Advisors first reported a position in GOVT in Q3 2019 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Moneta Group Investment Advisors held 38,395 shares of iShares US Treasury Bond ETF worth $880K as of Q1 2026.
Moneta Group Investment Advisors bought 28,567 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $659K.
iShares US Treasury Bond ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #382 holding.
Moneta Group Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 6 quarters since.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.