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

Realta 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 Q3	$98.7K	Buy	4,513 +83	+2%	+$1.86K	0.03%	237
2026 Q2	$101K	Buy	4,430 +4,427	+147,567%	+$101K	0.03%	239
2026 Q1	$69	Hold	3	–	–	﹤0.01%	359
2025 Q4	$69	Hold	3	–	–	﹤0.01%	340
2025 Q3	$69	Hold	3	–	–	﹤0.01%	327
2025 Q2	$69	Hold	3	–	–	﹤0.01%	299
2025 Q1	$69	Hold	3	–	–	﹤0.01%	318
2024 Q4	$67	Hold	3	–	–	﹤0.01%	338
2024 Q3	$69	Hold	3	–	–	﹤0.01%	355
2024 Q2	$68	Hold	3	–	–	﹤0.01%	779
2024 Q1	$68	Buy	+3	New	+$68	﹤0.01%	799
2023 Q4	–	Sell	-1,143	Closed	-$26.2K	–	559
2023 Q3	$26.2K	Hold	1,143	–	–	0.01%	586
2023 Q2	$26.2K	Buy	+1,143	New	+$26.5K	0.01%	628
2023 Q1	–	Sell	-274	Closed	-$6.23K	–	569
2022 Q4	$6.23K	Buy	274 +226	+471%	+$5.14K	﹤0.01%	761
2022 Q3	$1K	Buy	+48	New	+$1.14K	﹤0.01%	807
2019 Q4	–	Sell	-65	Closed	-$1.7K	–	1618
2019 Q3	$2K	Sell	65 -13	-17%	-$339	﹤0.01%	1498
2019 Q2	$2K	Buy	78 +65	+500%	+$1.65K	﹤0.01%	1554
2019 Q1	$0	Buy	+13	New	+$323	﹤0.01%	1336

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Realta Investment Advisors's GOVT Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1.9% in Q3 2026, buying an estimated $1.86K and bringing the position to 4,513 shares worth $98.7K. The position accounts for 0.03% of the portfolio, ranked #237.

Realta Investment Advisors first reported a position in GOVT in Q1 2019 and has held it in 18 quarters since. The position peaked at $101K in Q2 2026. 159 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Realta Investment Advisors held 4,513 shares of iShares US Treasury Bond ETF worth $98.7K as of Q3 2026.
Realta Investment Advisors bought 83 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $1.86K.
iShares US Treasury Bond ETF made up 0.03% of Realta Investment Advisors's portfolio in Q3 2026, its #237 holding.
Realta Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 18 quarters since.
Realta Investment Advisors's iShares US Treasury Bond ETF position peaked at $101K in Q2 2026.
159 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.