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 Q2	$1.39M	Buy	61,211 +30,265	+98%	+$689K	0.03%	423
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 $1.55T 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 22.9% 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

Savvy Advisors Inc's GOVT Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 98% in Q2 2026, buying an estimated $689K and bringing the position to 61,211 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #423.

Savvy Advisors Inc first reported a position in GOVT in Q3 2024 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Savvy Advisors Inc held 61,211 shares of iShares US Treasury Bond ETF worth $1.39M as of Q2 2026.
Savvy Advisors Inc bought 30,265 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $689K.
iShares US Treasury Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #423 holding.
Savvy Advisors Inc first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.