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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
2024
Q1 		– Hold
0
– -$104K – 1227
2023
Q4 		– Hold
0
– – – 1158

Other funds holding GOVT

Envestnet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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. 466 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.
  • 466 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.