Petra Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Petra Financial 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	$476K	Buy	20,781 +334	+2%	+$7.7K	0.29%	83
2025 Q4	$471K	Buy	20,447 +2	+0%	+$46	0.28%	94
2025 Q3	$473K	Sell	20,445 -1,361	-6%	-$31.2K	0.28%	94
2025 Q2	$501K	Sell	21,806 -2,083	-9%	-$47.4K	0.32%	83
2025 Q1	$549K	Hold	23,889	–	–	0.45%	50
2024 Q4	$549K	Sell	23,889 -89	-0.4%	-$2.03K	0.37%	76
2024 Q3	$562K	Hold	23,978	–	–	0.37%	76
2024 Q2	$541K	Hold	23,978	–	–	0.39%	72
2024 Q1	$546K	Hold	23,978	–	–	0.4%	71
2023 Q4	$552K	Sell	23,978 -3,642	-13%	-$81.1K	0.46%	64
2023 Q3	$609K	Hold	27,620	–	–	0.51%	59
2023 Q2	$632K	Buy	+27,620	New	+$641K	0.56%	53
2023 Q1	–	Sell	-27,794	Closed	-$631K	–	85
2022 Q4	$631K	Buy	+27,794	New	+$632K	0.69%	38

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Petra Financial Advisors's GOVT Position: Q1 2026 in Review

Petra Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1.6% in Q1 2026, buying an estimated $7.7K and bringing the position to 20,781 shares worth $476K. The position accounts for 0.29% of the portfolio, ranked #83.

Petra Financial Advisors first reported a position in GOVT in Q4 2022 and has held it in 13 quarters since. The position peaked at $632K in Q2 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Petra Financial Advisors held 20,781 shares of iShares US Treasury Bond ETF worth $476K as of Q1 2026.
Petra Financial Advisors bought 334 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $7.7K.
iShares US Treasury Bond ETF made up 0.29% of Petra Financial Advisors's portfolio in Q1 2026, its #83 holding.
Petra Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Petra Financial Advisors's iShares US Treasury Bond ETF position peaked at $632K in Q2 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.