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 Q2	$1.25M	Buy	55,012 +16,617	+43%	+$378K	0.01%	358
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 $1.55T 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 22.9% 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

TIAA Wealth Investment Management New York $15B AUM

Moneta Group Investment Advisors's GOVT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 43% in Q2 2026, buying an estimated $378K and bringing the position to 55,012 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #358.

Moneta Group Investment Advisors first reported a position in GOVT in Q3 2019 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Moneta Group Investment Advisors held 55,012 shares of iShares US Treasury Bond ETF worth $1.25M as of Q2 2026.
Moneta Group Investment Advisors bought 16,617 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $378K.
iShares US Treasury Bond ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #358 holding.
Moneta Group Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.