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

Pettinga 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 Q2	$19M	Buy	835,484 +564,978	+209%	+$12.9M	3.05%	8
2026 Q1	$6.2M	Buy	+270,506	New	+$6.24M	1.17%	24
2022 Q4	–	Sell	-40,245	Closed	-$916K	–	104
2022 Q3	$916K	Buy	40,245 +6,398	+19%	+$152K	0.31%	47
2022 Q2	$809K	Sell	33,847 -27,977	-45%	-$673K	0.24%	50
2022 Q1	$1.54M	Sell	61,824 -9,999	-14%	-$256K	0.39%	46
2021 Q4	$1.92M	Buy	71,823 +1,238	+2%	+$32.8K	0.47%	44
2021 Q3	$1.87M	Sell	70,585 -37,987	-35%	-$1.02M	0.48%	41
2021 Q2	$2.89M	Sell	108,572 -23	-0%	-$607	0.77%	33
2021 Q1	$2.84M	Buy	+108,595	New	+$2.9M	0.83%	32
2019 Q4	–	Sell	-24,514	Closed	-$645K	–	87
2019 Q3	$645K	Buy	24,514 +359	+1%	+$9.37K	0.35%	47
2019 Q2	$624K	Buy	+24,155	New	+$612K	0.32%	50

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Pettinga Financial Advisors's GOVT Position: Q2 2026 in Review

Pettinga Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 209% in Q2 2026, buying an estimated $12.9M and bringing the position to 835,484 shares worth $19M. The position accounts for 3.05% of the portfolio, ranked #8.

Pettinga Financial Advisors first reported a position in GOVT in Q2 2019 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Pettinga Financial Advisors held 835,484 shares of iShares US Treasury Bond ETF worth $19M as of Q2 2026.
Pettinga Financial Advisors bought 564,978 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $12.9M.
iShares US Treasury Bond ETF made up 3.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #8 holding.
Pettinga Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 11 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.