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

OneDigital 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 		$1.11M Buy
48,594
+4,294
+10% +$97.8K 0.01% 701
2026
Q1 		$1.01M Sell
44,300
-559
-1% -$12.9K 0.01% 677
2025
Q4 		$1.03M Sell
44,859
-1,901
-4% -$44K 0.01% 665
2025
Q3 		$1.08M Buy
46,760
+1,450
+3% +$33.2K 0.01% 633
2025
Q2 		$1.04M Sell
45,310
-2,302
-5% -$52.4K 0.01% 630
2025
Q1 		$1.09M Sell
47,612
-3,052
-6% -$69.2K 0.01% 573
2024
Q4 		$1.16M Sell
50,664
-16,255
-24% -$371K 0.01% 581
2024
Q3 		$1.57M Sell
66,919
-48,449
-42% -$1.12M 0.02% 509
2024
Q2 		$2.6M Buy
115,368
+69,612
+152% +$1.56M 0.03% 362
2024
Q1 		$1.04M Sell
45,756
-5,654
-11% -$129K 0.02% 493
2023
Q4 		$1.18M Buy
51,410
+16,084
+46% +$358K 0.02% 419
2023
Q3 		$779K Buy
35,326
+7,881
+29% +$177K 0.02% 495
2023
Q2 		$628K Sell
27,445
-52,370
-66% -$1.21M 0.01% 557
2023
Q1 		$1.87M Buy
79,815
+14,942
+23% +$345K 0.04% 285
2022
Q4 		$1.47M Buy
64,873
+41,337
+176% +$940K 0.04% 291
2022
Q3 		$536K Buy
23,536
+13,366
+131% +$317K 0.02% 438
2022
Q2 		$243K Sell
10,170
-5,058
-33% -$122K 0.01% 610
2022
Q1 		$379K Buy
15,228
+138
+0.9% +$3.53K 0.01% 524
2021
Q4 		$403K Buy
15,090
+1,413
+10% +$37.4K 0.01% 516
2021
Q3 		$363K Buy
13,677
+2,987
+28% +$80K 0.01% 521
2021
Q2 		$284K Buy
+10,690
New +$282K 0.01% 570

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

OneDigital Investment Advisors's GOVT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 9.7% in Q2 2026, buying an estimated $97.8K and bringing the position to 48,594 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #701.

OneDigital Investment Advisors first reported a position in GOVT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.6M in Q2 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • OneDigital Investment Advisors held 48,594 shares of iShares US Treasury Bond ETF worth $1.11M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,294 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $97.8K.
  • iShares US Treasury Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #701 holding.
  • OneDigital Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's iShares US Treasury Bond ETF position peaked at $2.6M in Q2 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.