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

Opal Wealth 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 		$78.5K Buy
+3,428
New +$79K 0.02% 319
2024
Q3 		– Sell
-216
Closed -$4.88K – 593
2024
Q2 		$4.88K Buy
+216
New +$4.84K ﹤0.01% 808

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Opal Wealth Advisors's GOVT Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 3,428 shares worth $78.5K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in GOVT as recently as Q2 2024.

Opal Wealth Advisors first reported a position in GOVT in Q2 2024 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Opal Wealth Advisors held 3,428 shares of iShares US Treasury Bond ETF worth $78.5K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Opal Wealth Advisors position in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.02% of Opal Wealth Advisors's portfolio in Q1 2026, its #319 holding.
  • Opal Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.