MA
GOVT icon

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

Mutual 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 		$11.9M Sell
521,849
-91,159
-15% -$2.08M 0.22% 77
2026
Q1 		$14M Buy
613,008
+103,104
+20% +$2.38M 0.3% 53
2025
Q4 		$11.7M Buy
509,904
+206,444
+68% +$4.78M 0.25% 70
2025
Q3 		$7.07M Sell
303,460
-5,993
-2% -$137K 0.16% 136
2025
Q2 		$7.05M Sell
309,453
-26,269
-8% -$598K 0.18% 117
2025
Q1 		$7.69M Sell
335,722
-10,996,833
-97% -$249M 0.22% 86
2024
Q4 		$254M Buy
11,332,555
+1,741,584
+18% +$39.7M 7.37% 1
2024
Q3 		$220M Buy
9,590,971
+1,007,459
+12% +$23.3M 6.42% 1
2024
Q2 		$196M Buy
8,583,512
+349,922
+4% +$7.85M 5.92% 1
2024
Q1 		$187M Buy
8,233,590
+847,428
+11% +$19.3M 6.01% 1
2023
Q4 		$170M Buy
7,386,162
+7,178,164
+3,451% +$160M 5.92% 1
2023
Q3 		$4.58M Sell
207,998
-71,849
-26% -$1.62M 0.18% 116
2023
Q2 		$6.41M Buy
279,847
+101,052
+57% +$2.34M 0.24% 86
2023
Q1 		$4.18M Sell
178,795
-9,886
-5% -$228K 0.17% 120
2022
Q4 		$4.29M Sell
188,681
-13,499
-7% -$307K 0.19% 113
2022
Q3 		$4.6M Buy
202,180
+56,346
+39% +$1.33M 0.24% 86
2022
Q2 		$3.48M Buy
145,834
+5,582
+4% +$134K 0.23% 97
2022
Q1 		$3.49M Buy
140,252
+2,633
+2% +$67.4K 0.2% 109
2021
Q4 		$3.67M Sell
137,619
-10,854
-7% -$287K 0.19% 117
2021
Q3 		$3.94M Sell
148,473
-12,505
-8% -$335K 0.23% 103
2021
Q2 		$4.28M Buy
160,978
+44,975
+39% +$1.19M 0.25% 94
2021
Q1 		$3.04M Buy
116,003
+60,447
+109% +$1.62M 0.21% 116
2020
Q4 		$1.51M Buy
55,556
+26,466
+91% +$730K 0.11% 217
2020
Q3 		$813K Buy
29,090
+182
+0.6% +$5.1K 0.07% 295
2020
Q2 		$809K Sell
28,908
-54,699
-65% -$1.53M 0.08% 264
2020
Q1 		$2.34M Sell
83,607
-148,160
-64% -$3.98M 0.32% 72
2019
Q4 		$6.01M Buy
231,767
+33,602
+17% +$878K 0.64% 30
2019
Q3 		$5.22M Buy
198,165
+121,844
+160% +$3.18M 0.69% 25
2019
Q2 		$1.97M Buy
+76,321
New +$1.93M 0.26% 90

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 22.96% 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

Mutual Advisors's GOVT Position: Q2 2026 in Review

Mutual Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q2 2026, selling an estimated $2.08M and leaving 521,849 shares worth $11.9M. The position accounts for 0.22% of the portfolio, ranked #77.

Mutual Advisors first reported a position in GOVT in Q2 2019 and has held it in 29 quarters since. The position peaked at $254M in Q4 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Mutual Advisors held 521,849 shares of iShares US Treasury Bond ETF worth $11.9M as of Q2 2026.
  • Mutual Advisors sold 91,159 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.08M.
  • iShares US Treasury Bond ETF made up 0.22% of Mutual Advisors's portfolio in Q2 2026, its #77 holding.
  • Mutual Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares US Treasury Bond ETF position peaked at $254M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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