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Optas LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Optas LLC’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 		– Sell
-80,840
Closed -$1.85M – 516
2026
Q1 		$1.85M Buy
80,840
+36,882
+84% +$850K 0.28% 44
2025
Q4 		$1.01M Sell
43,958
-113,065
-72% -$2.62M 0.16% 75
2025
Q3 		$3.63M Sell
157,023
-210,767
-57% -$4.83M 0.62% 29
2025
Q2 		$8.45M Sell
367,790
-23,083
-6% -$526K 1.61% 16
2025
Q1 		$8.98M Sell
390,873
-13,496
-3% -$306K 1.56% 14
2024
Q4 		$9.29M Sell
404,369
-5,587
-1% -$127K 2% 12
2024
Q3 		$9.61M Buy
409,956
+3,007
+0.7% +$69.6K 2.21% 12
2024
Q2 		$9.18M Buy
406,949
+12,478
+3% +$280K 2.37% 11
2024
Q1 		$8.98M Buy
394,471
+2,893
+0.7% +$65.8K 2.45% 12
2023
Q4 		$9.02M Buy
391,578
+238,788
+156% +$5.32M 2.71% 10
2023
Q3 		$3.37M Sell
152,790
-165,664
-52% -$3.73M 1.12% 18
2023
Q2 		$7.29M Buy
318,454
+181,869
+133% +$4.22M 2.44% 11
2023
Q1 		$3.19M Buy
136,585
+113,772
+499% +$2.63M 1.14% 19
2022
Q4 		$518K Buy
+22,813
New +$519K 0.21% 75

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Optas LLC's GOVT Position: Q2 2026 in Review

Optas LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 80,840 shares — an estimated $1.85M sold.

Optas LLC first reported a position in GOVT in Q4 2022 and held it in 14 quarters. The position peaked at $9.61M in Q3 2024. 267 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Optas LLC reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Optas LLC sold 80,840 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.85M.
  • Optas LLC first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Optas LLC's iShares US Treasury Bond ETF position peaked at $9.61M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.