Pinnacle Family Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pinnacle Family 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	$471K	Buy	20,661 +1,537	+8%	+$35K	0.2%	89
2026 Q1	$438K	Buy	+19,124	New	+$441K	0.21%	76
2023 Q4	–	Sell	-10,836	Closed	-$239K	–	95
2023 Q3	$239K	Sell	10,836 -12,570	-54%	-$283K	0.14%	79
2023 Q2	$536K	Buy	23,406 +14,248	+156%	+$330K	0.29%	61
2023 Q1	$214K	Sell	9,158 -12,319	-57%	-$285K	0.13%	94
2022 Q4	$488K	Sell	21,477 -20,446	-49%	-$465K	0.35%	52
2022 Q3	$954K	Buy	41,923 +8,039	+24%	+$190K	0.83%	25
2022 Q2	$810K	Buy	33,884 +135	+0.4%	+$3.25K	0.66%	32
2022 Q1	$841K	Buy	33,749 +2,942	+10%	+$75.3K	0.45%	36
2021 Q4	$822K	Sell	30,807 -12,668	-29%	-$335K	0.37%	45
2021 Q3	$1.15M	Sell	43,475 -700	-2%	-$18.7K	0.52%	37
2021 Q2	$1.18M	Buy	44,175 +2,102	+5%	+$55.5K	0.51%	39
2021 Q1	$1.1M	Buy	42,073 +15,044	+56%	+$402K	0.58%	39
2020 Q4	$736K	Buy	+27,029	New	+$746K	0.45%	49

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

Pinnacle Family Advisors's GOVT Position: Q2 2026 in Review

Pinnacle Family Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 8% in Q2 2026, buying an estimated $35K and bringing the position to 20,661 shares worth $471K. The position accounts for 0.2% of the portfolio, ranked #89.

Pinnacle Family Advisors first reported a position in GOVT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.18M in Q2 2021. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Pinnacle Family Advisors held 20,661 shares of iShares US Treasury Bond ETF worth $471K as of Q2 2026.
Pinnacle Family Advisors bought 1,537 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $35K.
iShares US Treasury Bond ETF made up 0.2% of Pinnacle Family Advisors's portfolio in Q2 2026, its #89 holding.
Pinnacle Family Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Pinnacle Family Advisors's iShares US Treasury Bond ETF position peaked at $1.18M in Q2 2021.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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