Savvy Advisors Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Savvy Advisors Inc’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 Q1	$709K	Buy	+30,946	New	+$713K	0.02%	544
2025 Q3	–	Sell	-8,866	Closed	-$204K	–	836
2025 Q2	$204K	Sell	8,866 -4,905	-36%	-$112K	0.01%	604
2025 Q1	$317K	Buy	13,771 +2,857	+26%	+$64.8K	0.03%	381
2024 Q4	$251K	Buy	10,914 +57	+0.5%	+$1.3K	0.03%	380
2024 Q3	$255K	Buy	+10,857	New	+$251K	0.05%	287

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Savvy Advisors Inc's GOVT Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 30,946 shares worth $709K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in GOVT as recently as Q2 2025.

Savvy Advisors Inc first reported a position in GOVT in Q3 2024 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Savvy Advisors Inc held 30,946 shares of iShares US Treasury Bond ETF worth $709K as of Q1 2026.
iShares US Treasury Bond ETF was a new Savvy Advisors Inc position in Q1 2026.
iShares US Treasury Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #544 holding.
Savvy Advisors Inc first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.