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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Seneca Financial Advisors's GOVT Position: Q1 2026 in Review

Seneca Financial Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 82% in Q1 2026, selling an estimated $1.71M and leaving 16,789 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #43.

Seneca Financial Advisors first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.4M in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Seneca Financial Advisors held 16,789 shares of iShares US Treasury Bond ETF worth $385K as of Q1 2026.
  • Seneca Financial Advisors sold 74,030 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.71M.
  • iShares US Treasury Bond ETF made up 0.11% of Seneca Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Seneca Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Seneca Financial Advisors's iShares US Treasury Bond ETF position peaked at $22.4M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.