N.E.W. Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

N.E.W. Advisory Services’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	$3.85K	Hold	169	–	–	﹤0.01%	770
2026 Q1	$3.87K	Hold	169	–	–	﹤0.01%	768
2025 Q4	$3.89K	Hold	169	–	–	﹤0.01%	736
2025 Q3	$3.91K	Hold	169	–	–	﹤0.01%	683
2025 Q2	$3.88K	Sell	169 -169	-50%	-$3.85K	﹤0.01%	675
2025 Q1	$7.77K	Buy	+338	New	+$7.66K	﹤0.01%	656

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

N.E.W. Advisory Services's GOVT Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 169 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

N.E.W. Advisory Services first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.77K in Q1 2025. 733 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

N.E.W. Advisory Services held 169 shares of iShares US Treasury Bond ETF worth $3.85K as of Q2 2026.
N.E.W. Advisory Services left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #770 holding.
N.E.W. Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares US Treasury Bond ETF position peaked at $7.77K in Q1 2025.
733 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.