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 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 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 $74.2B AUM 21.09% 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 $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Mutual Advisors's GOVT Position: Q1 2026 in Review

Mutual Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q1 2026, buying an estimated $2.38M and bringing the position to 613,008 shares worth $14M. The position accounts for 0.3% of the portfolio, ranked #53.

Mutual Advisors first reported a position in GOVT in Q2 2019 and has held it in 28 quarters since. The position peaked at $254M in Q4 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Mutual Advisors held 613,008 shares of iShares US Treasury Bond ETF worth $14M as of Q1 2026.
Mutual Advisors bought 103,104 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.38M.
iShares US Treasury Bond ETF made up 0.3% of Mutual Advisors's portfolio in Q1 2026, its #53 holding.
Mutual Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
Mutual Advisors's iShares US Treasury Bond ETF position peaked at $254M in Q4 2024.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.