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Paladin Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-55,043
Closed -$1.25M – 349
2022
Q4 		$1.25M Buy
55,043
+18,604
+51% +$423K 1.07% 31
2022
Q3 		$829K Buy
+36,439
New +$863K 0.76% 39
2022
Q1 		– Sell
-4,869
Closed -$129K – 361
2021
Q4 		$129K Buy
+4,869
New +$129K 0.1% 118

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

Paladin Advisory Group's GOVT Position: Q2 2026 in Review

Paladin Advisory Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 14,646 shares worth $334K. The position accounts for 0.22% of the portfolio, ranked #63.

Paladin Advisory Group first reported a position in GOVT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.41M in Q3 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Paladin Advisory Group held 14,646 shares of iShares US Treasury Bond ETF worth $334K as of Q2 2026.
  • Paladin Advisory Group left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.22% of Paladin Advisory Group's portfolio in Q2 2026, its #63 holding.
  • Paladin Advisory Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Paladin Advisory Group's iShares US Treasury Bond ETF position peaked at $7.41M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.