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

My Legacy 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
2025 Q2	$532K	Buy	23,367 +8,451	+57%	+$192K	0.19%	136
2025 Q1	$343K	Buy	14,916 +2,735	+22%	+$62K	0.13%	161
2024 Q4	$273K	Buy	12,181 +657	+6%	+$15K	0.11%	179
2024 Q3	$270K	Sell	11,524 -4,015	-26%	-$93K	0.11%	177
2024 Q2	$351K	Buy	15,539 +4,048	+35%	+$90.8K	0.11%	179
2024 Q1	$262K	Sell	11,491 -2,001	-15%	-$45.5K	0.09%	199
2023 Q4	$310K	Sell	13,492 -7,298	-35%	-$162K	0.11%	181
2023 Q3	$449K	Sell	20,790 -75,660	-78%	-$1.7M	0.18%	147
2023 Q2	$2.22M	Buy	96,450 +16,628	+21%	+$386K	0.87%	27
2023 Q1	$1.87M	Buy	+79,822	New	+$1.84M	0.8%	28
2022 Q4	–	Sell	-74,930	Closed	-$1.68M	–	214
2022 Q3	$1.68M	Buy	74,930 +52,427	+233%	+$1.24M	0.85%	23
2022 Q2	$537K	Buy	22,503 +13,893	+161%	+$334K	0.27%	135
2022 Q1	$214K	Buy	+8,610	New	+$221K	0.1%	173

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

My Legacy Advisors's GOVT Position: Q2 2025 in Review

My Legacy Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 57% in Q2 2025, buying an estimated $192K and bringing the position to 23,367 shares worth $532K. The position accounts for 0.19% of the portfolio, ranked #136.

My Legacy Advisors first reported a position in GOVT in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2023. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

My Legacy Advisors held 23,367 shares of iShares US Treasury Bond ETF worth $532K as of Q2 2025.
My Legacy Advisors bought 8,451 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $192K.
iShares US Treasury Bond ETF made up 0.19% of My Legacy Advisors's portfolio in Q2 2025, its #136 holding.
My Legacy Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
My Legacy Advisors's iShares US Treasury Bond ETF position peaked at $2.22M in Q2 2023.
770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.