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

Phoenix 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	$10.8M	Buy	473,607 +34,083	+8%	+$776K	3.64%	5
2026 Q1	$10.1M	Buy	439,524 +42,823	+11%	+$987K	3.98%	5
2025 Q4	$9.13M	Buy	396,701 +9,800	+3%	+$227K	3.51%	6
2025 Q3	$8.95M	Buy	386,901 +17,587	+5%	+$403K	3.44%	6
2025 Q2	$8.49M	Buy	369,314 +19,624	+6%	+$447K	3.55%	6
2025 Q1	$8.04M	Buy	349,690 +168,126	+93%	+$3.81M	3.5%	5
2024 Q4	$4.17M	Sell	181,564 -19,295	-10%	-$440K	1.81%	13
2024 Q3	$4.71M	Buy	200,859 +18,904	+10%	+$438K	2.19%	8
2024 Q2	$4.11M	Buy	181,955 +87,337	+92%	+$1.96M	2.06%	9
2024 Q1	$2.15M	Buy	+94,618	New	+$2.15M	1.31%	30
2021 Q3	–	Sell	-545	Closed	-$15K	–	378
2021 Q2	$15K	Hold	545	–	–	0.01%	273
2021 Q1	$14K	Hold	545	–	–	0.01%	278
2020 Q4	$15K	Buy	+545	New	+$15K	0.01%	274

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

Phoenix Wealth Advisors's GOVT Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 7.8% in Q2 2026, buying an estimated $776K and bringing the position to 473,607 shares worth $10.8M. The position accounts for 3.64% of the portfolio, ranked #5.

Phoenix Wealth Advisors first reported a position in GOVT in Q4 2020 and has held it in 13 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Phoenix Wealth Advisors held 473,607 shares of iShares US Treasury Bond ETF worth $10.8M as of Q2 2026.
Phoenix Wealth Advisors bought 34,083 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $776K.
iShares US Treasury Bond ETF made up 3.64% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Phoenix Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.