Seneca Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Seneca Financial 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	$305K	Sell	13,382 -3,407	-20%	-$77.6K	0.08%	48
2026 Q1	$385K	Sell	16,789 -74,030	-82%	-$1.71M	0.11%	43
2025 Q4	$2.09M	Sell	90,819 -877,047	-91%	-$20.3M	0.64%	23
2025 Q3	$22.4M	Buy	967,866 +65,754	+7%	+$1.51M	7.31%	3
2025 Q2	$20.7M	Buy	902,112 +86,403	+11%	+$1.97M	7.99%	3
2025 Q1	$18.7M	Buy	815,709 +30,630	+4%	+$694K	9.09%	2
2024 Q4	$18M	Buy	785,079 +57,459	+8%	+$1.31M	8.96%	3
2024 Q3	$17.1M	Buy	727,620 +40,908	+6%	+$947K	8.3%	4
2024 Q2	$15.5M	Buy	686,712 +280,733	+69%	+$6.29M	8.03%	3
2024 Q1	$9.24M	Buy	+405,979	New	+$9.23M	4.93%	5

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

Seneca Financial Advisors's GOVT Position: Q2 2026 in Review

Seneca Financial Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, selling an estimated $77.6K and leaving 13,382 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #48.

Seneca Financial Advisors first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.4M in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Seneca Financial Advisors held 13,382 shares of iShares US Treasury Bond ETF worth $305K as of Q2 2026.
Seneca Financial Advisors sold 3,407 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $77.6K.
iShares US Treasury Bond ETF made up 0.08% of Seneca Financial Advisors's portfolio in Q2 2026, its #48 holding.
Seneca Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Seneca Financial Advisors's iShares US Treasury Bond ETF position peaked at $22.4M in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.