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Mount Yale Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mount Yale 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 		$24.9M Buy
1,092,317
+131,752
+14% +$3M 0.46% 45
2026
Q1 		$22M Buy
960,565
+353,742
+58% +$8.15M 0.51% 45
2025
Q4 		$14M Buy
606,823
+575,247
+1,822% +$13.3M 0.67% 32
2025
Q3 		$730K Buy
31,576
+9,065
+40% +$208K 0.05% 341
2025
Q2 		$517K Buy
22,511
+10,426
+86% +$237K 0.04% 334
2025
Q1 		$278K Buy
12,085
+769
+7% +$17.4K 0.02% 461
2024
Q4 		$260K Sell
11,316
-1,502
-12% -$34.3K 0.02% 481
2024
Q3 		$301K Sell
12,818
-229
-2% -$5.3K 0.03% 433
2024
Q2 		$294K Buy
13,047
+910
+7% +$20.4K 0.02% 436
2024
Q1 		$276K Sell
12,137
-248
-2% -$5.64K 0.02% 471
2023
Q4 		$285K Sell
12,385
-13,109
-51% -$292K 0.03% 422
2023
Q3 		$562K Sell
25,494
-49,439
-66% -$1.11M 0.06% 285
2023
Q2 		$1.72M Buy
74,933
+4,370
+6% +$101K 0.18% 121
2023
Q1 		$1.65M Buy
70,563
+20,192
+40% +$466K 0.19% 121
2022
Q4 		$1.14M Sell
50,371
-83,556
-62% -$1.9M 0.13% 162
2022
Q3 		$3.05M Buy
133,927
+38,017
+40% +$901K 0.4% 61
2022
Q2 		$2.29M Buy
95,910
+3,064
+3% +$73.7K 0.29% 78
2022
Q1 		$2.31M Buy
92,846
+16,136
+21% +$413K 0.25% 95
2021
Q4 		$2.05M Buy
76,710
+6,518
+9% +$173K 0.21% 112
2021
Q3 		$1.86M Sell
70,192
-752
-1% -$20.1K 0.21% 111
2021
Q2 		$1.89M Buy
70,944
+1,442
+2% +$38.1K 0.23% 95
2021
Q1 		$1.82M Buy
69,502
+20,779
+43% +$555K 0.24% 92
2020
Q4 		$1.33M Sell
48,723
-665
-1% -$18.3K 0.19% 122
2020
Q3 		$1.38M Buy
49,388
+19,118
+63% +$536K 0.2% 108
2020
Q2 		$847K Sell
30,270
-6,646
-18% -$186K 0.15% 146
2020
Q1 		$1.03M Buy
36,916
+7,848
+27% +$211K 0.23% 109
2019
Q4 		$773K Buy
29,068
+18,596
+178% +$486K 0.13% 135
2019
Q3 		$271K Buy
+10,472
New +$273K 0.05% 277

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Mount Yale Investment Advisors's GOVT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 14% in Q2 2026, buying an estimated $3M and bringing the position to 1,092,317 shares worth $24.9M. The position accounts for 0.46% of the portfolio, ranked #45.

Mount Yale Investment Advisors first reported a position in GOVT in Q3 2019 and has held it in 28 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Mount Yale Investment Advisors held 1,092,317 shares of iShares US Treasury Bond ETF worth $24.9M as of Q2 2026.
  • Mount Yale Investment Advisors bought 131,752 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3M.
  • iShares US Treasury Bond ETF made up 0.46% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.