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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
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

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 22.96% 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
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Realta Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 147,567% in Q2 2026, buying an estimated $101K and bringing the position to 4,430 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #239.

Realta Investment Advisors first reported a position in GOVT in Q1 2019 and has held it in 17 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Realta Investment Advisors held 4,430 shares of iShares US Treasury Bond ETF worth $101K as of Q2 2026.
  • Realta Investment Advisors bought 4,427 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares US Treasury Bond ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • Realta Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.