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

Perennial 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 		$4.84M Buy
212,348
+29,014
+16% +$661K 0.32% 57
2026
Q1 		$4.2M Buy
183,334
+146,726
+401% +$3.38M 0.33% 60
2025
Q4 		$843K Sell
36,608
-3,818
-9% -$88.4K 0.07% 208
2025
Q3 		$935K Sell
40,426
-2,862
-7% -$65.6K 0.08% 190
2025
Q2 		$995K Sell
43,288
-2,109
-5% -$48K 0.1% 178
2025
Q1 		$1.04M Sell
45,397
-4,544
-9% -$103K 0.12% 155
2024
Q4 		$1.15M Sell
49,941
-9,802
-16% -$224K 0.14% 131
2024
Q3 		$1.4M Buy
59,743
+987
+2% +$22.9K 0.18% 94
2024
Q2 		$1.33M Buy
58,756
+1,609
+3% +$36.1K 0.19% 90
2024
Q1 		$1.3M Buy
+57,147
New +$1.3M 0.2% 86
2023
Q3 		– Sell
-17,807
Closed -$408K – 363
2023
Q2 		$408K Buy
17,807
+1,762
+11% +$40.9K 0.07% 204
2023
Q1 		$375K Buy
+16,045
New +$371K 0.07% 210
2022
Q4 		– Sell
-23,124
Closed -$526K – 225
2022
Q3 		$526K Buy
23,124
+5,847
+34% +$139K 0.24% 84
2022
Q2 		$410K Sell
17,277
-2,038
-11% -$49K 0.16% 121
2022
Q1 		$479K Buy
+19,315
New +$495K 0.15% 118
2021
Q4 		– Sell
-15,400
Closed -$408K – 237
2021
Q3 		$408K Sell
15,400
-4,833
-24% -$129K 0.14% 129
2021
Q2 		$538K Sell
20,233
-153
-0.8% -$4.04K 0.2% 104
2021
Q1 		$534K Buy
20,386
+6,152
+43% +$164K 0.21% 96
2020
Q4 		$388K Sell
14,234
-2,820
-17% -$77.8K 0.17% 109
2020
Q3 		$477K Buy
17,054
+3,236
+23% +$90.7K 0.24% 82
2020
Q2 		$387K Buy
+13,818
New +$387K 0.26% 73

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 22.9% 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

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

Perennial Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, buying an estimated $661K and bringing the position to 212,348 shares worth $4.84M. The position accounts for 0.32% of the portfolio, ranked #57.

Perennial Investment Advisors first reported a position in GOVT in Q2 2020 and has held it in 21 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Perennial Investment Advisors held 212,348 shares of iShares US Treasury Bond ETF worth $4.84M as of Q2 2026.
  • Perennial Investment Advisors bought 29,014 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $661K.
  • iShares US Treasury Bond ETF made up 0.32% of Perennial Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Perennial Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.