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

Sequoia 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 		$831K Buy
36,481
+1,490
+4% +$33.9K ﹤0.01% 1037
2026
Q1 		$802K Sell
34,991
-5,154
-13% -$119K ﹤0.01% 996
2025
Q4 		$924K Buy
40,145
+994
+3% +$23K 0.01% 927
2025
Q3 		$905K Sell
39,151
-10,312
-21% -$236K 0.01% 829
2025
Q2 		$1.14M Sell
49,463
-12,745
-20% -$290K 0.01% 641
2025
Q1 		$1.43M Sell
62,208
-4,761
-7% -$108K 0.01% 512
2024
Q4 		$1.54M Buy
66,969
+1,809
+3% +$41.3K 0.01% 472
2024
Q3 		$1.53M Sell
65,160
-16,561
-20% -$383K 0.02% 438
2024
Q2 		$1.84M Sell
81,721
-1,459,403
-95% -$32.7M 0.02% 345
2024
Q1 		$35.1M Buy
1,541,124
+155,615
+11% +$3.54M 0.44% 52
2023
Q4 		$31.9M Buy
1,385,509
+139,804
+11% +$3.11M 0.4% 58
2023
Q3 		$27.5M Buy
1,245,705
+76,240
+7% +$1.72M 0.48% 45
2023
Q2 		$26.8M Buy
1,169,465
+67,958
+6% +$1.58M 0.46% 44
2023
Q1 		$25.8M Buy
1,101,507
+83,040
+8% +$1.92M 0.57% 32
2022
Q4 		$23.1M Sell
1,018,467
-9,122
-0.9% -$207K 0.57% 32
2022
Q3 		$23.4M Buy
1,027,589
+225
+0% +$5.33K 0.74% 26
2022
Q2 		$24.6M Sell
1,027,364
-1,808
-0.2% -$43.5K 0.69% 27
2022
Q1 		$25.6M Buy
1,029,172
+129,159
+14% +$3.31M 0.64% 29
2021
Q4 		$24M Buy
900,013
+774,610
+618% +$20.5M 0.65% 28
2021
Q3 		$3.33M Sell
125,403
-654,534
-84% -$17.5M 0.34% 49
2021
Q2 		$20.7M Buy
779,937
+94,288
+14% +$2.49M 0.76% 23
2021
Q1 		$18M Buy
685,649
+155,523
+29% +$4.16M 0.75% 23
2020
Q4 		$14.4M Buy
530,126
+104,274
+24% +$2.88M 0.66% 26
2020
Q3 		$11.9M Buy
425,852
+138,819
+48% +$3.89M 0.63% 30
2020
Q2 		$8.03M Buy
287,033
+22,976
+9% +$643K 0.48% 32
2020
Q1 		$7.4M Buy
264,057
+10,761
+4% +$289K 0.55% 26
2019
Q4 		$6.57M Buy
253,296
+36,621
+17% +$956K 0.42% 33
2019
Q3 		$5.7M Buy
216,675
+55,949
+35% +$1.46M 0.41% 35
2019
Q2 		$4.15M Buy
160,726
+56,599
+54% +$1.43M 0.31% 51
2019
Q1 		$2.63M Buy
104,127
+32,404
+45% +$806K 0.22% 67
2018
Q4 		$1.77M Sell
71,723
-11,984
-14% -$291K 0.2% 73
2018
Q3 		$2.04M Buy
83,707
+13,391
+19% +$328K 0.2% 76
2018
Q2 		$1.73M Sell
70,316
-4,415
-6% -$108K 0.18% 82
2018
Q1 		$1.84M Buy
74,731
+4,838
+7% +$119K 0.19% 79
2017
Q4 		$1.75M Buy
69,893
+10,944
+19% +$275K 0.18% 84
2017
Q3 		$1.49M Buy
58,949
+9,611
+19% +$243K 0.18% 88
2017
Q2 		$1.25M Sell
49,338
-7,852
-14% -$198K 0.15% 96
2017
Q1 		$1.43M Buy
57,190
+8,515
+17% +$213K 0.18% 89
2016
Q4 		$1.21M Buy
48,675
+19,834
+69% +$503K 0.17% 88
2016
Q3 		$752K Buy
+28,841
New +$754K 0.14% 96

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

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

Sequoia Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 4.3% in Q2 2026, buying an estimated $33.9K and bringing the position to 36,481 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Sequoia Financial Advisors first reported a position in GOVT in Q3 2016 and has held it in 40 quarters since. The position peaked at $35.1M in Q1 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Sequoia Financial Advisors held 36,481 shares of iShares US Treasury Bond ETF worth $831K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,490 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $33.9K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1037 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2016 and has held it in 40 quarters since.
  • Sequoia Financial Advisors's iShares US Treasury Bond ETF position peaked at $35.1M in Q1 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.