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

Pacific Excel 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
Q2 		$462K Sell
20,282
-31,154
-61% -$709K 0.18% 105
2026
Q1 		$1.18M Buy
51,436
+27,984
+119% +$645K 1.24% 24
2025
Q4 		$540K Buy
+23,452
New +$543K 1.02% 37

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

Pacific Excel Wealth Advisors's GOVT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 61% in Q2 2026, selling an estimated $709K and leaving 20,282 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #105.

Pacific Excel Wealth Advisors first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 956 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Pacific Excel Wealth Advisors held 20,282 shares of iShares US Treasury Bond ETF worth $462K as of Q2 2026.
  • Pacific Excel Wealth Advisors sold 31,154 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $709K.
  • iShares US Treasury Bond ETF made up 0.18% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Pacific Excel Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pacific Excel Wealth Advisors's iShares US Treasury Bond ETF position peaked at $1.18M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.