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

Pinion 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 		$5.83M Buy
256,039
+171,510
+203% +$3.91M 1.11% 22
2026
Q1 		$1.94M Buy
84,529
+19,345
+30% +$446K 0.45% 41
2025
Q4 		$1.5M Buy
65,184
+14,276
+28% +$330K 0.37% 46
2025
Q3 		$1.19M Buy
50,908
+14,574
+40% +$334K 0.32% 51
2025
Q2 		$835K Sell
36,334
-21,306
-37% -$485K 0.29% 63
2025
Q1 		$1.32M Buy
57,640
+31,634
+122% +$717K 0.29% 54
2024
Q4 		$598K Buy
26,006
+3,000
+13% +$68.4K 0.24% 77
2024
Q3 		$539K Buy
23,006
+8,607
+60% +$199K 0.23% 84
2024
Q2 		$325K Buy
14,399
+2,548
+22% +$57.1K 0.16% 109
2024
Q1 		$270K Sell
11,851
-1,231
-9% -$28K 0.14% 128
2023
Q4 		$301K Sell
13,082
-63
-0.5% -$1.4K 0.18% 115
2023
Q3 		$290K Sell
13,145
-801
-6% -$18K 0.19% 124
2023
Q2 		$319K Buy
+13,946
New +$323K 0.22% 117
2021
Q3 		– Sell
-8,547
Closed -$227K – 151
2021
Q2 		$227K Buy
8,547
+688
+9% +$18.2K 0.18% 141
2021
Q1 		$206K Buy
+7,859
New +$210K 0.19% 138
2020
Q1 		– Sell
-9,159
Closed -$238K – 101
2019
Q4 		$238K Buy
9,159
+322
+4% +$8.41K 0.44% 107
2019
Q3 		$233K Buy
8,837
+848
+11% +$22.1K 0.48% 105
2019
Q2 		$206K Sell
7,989
-663
-8% -$16.8K 0.44% 107
2019
Q1 		$218K Buy
8,652
+252
+3% +$6.27K 0.38% 111
2018
Q4 		$207K Sell
8,400
-504
-6% -$12.3K 0.44% 105
2018
Q3 		$217K Sell
8,904
-1,227
-12% -$30.1K 0.42% 115
2018
Q2 		$249K Sell
10,131
-297
-3% -$7.27K 0.48% 104
2018
Q1 		$257K Buy
+10,428
New +$257K 0.55% 94

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
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM

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

Pinion Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 203% in Q2 2026, buying an estimated $3.91M and bringing the position to 256,039 shares worth $5.83M. The position accounts for 1.11% of the portfolio, ranked #22.

Pinion Investment Advisors first reported a position in GOVT in Q1 2018 and has held it in 23 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Pinion Investment Advisors held 256,039 shares of iShares US Treasury Bond ETF worth $5.83M as of Q2 2026.
  • Pinion Investment Advisors bought 171,510 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.91M.
  • iShares US Treasury Bond ETF made up 1.11% of Pinion Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Pinion Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.