Signature Estate & Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Signature Estate & Investment 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	$2.8M	Buy	123,134 +19,041	+18%	+$434K	0.05%	151
2026 Q1	$2.38M	Buy	104,093 +46,218	+80%	+$1.07M	0.05%	152
2025 Q4	$1.33M	Buy	57,875 +5,514	+11%	+$128K	0.03%	219
2025 Q3	$1.21M	Buy	52,361 +185	+0.4%	+$4.24K	0.03%	218
2025 Q2	$1.2M	Buy	52,176 +3,085	+6%	+$70.3K	0.03%	206
2025 Q1	$1.13M	Buy	49,091 +5,792	+13%	+$131K	0.03%	197
2024 Q4	$995K	Buy	43,299 +1,061	+3%	+$24.2K	0.02%	219
2024 Q3	$990K	Buy	42,238 +5,688	+16%	+$132K	0.02%	205
2024 Q2	$825K	Buy	+36,550	New	+$820K	0.02%	223

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

Signature Estate & Investment Advisors's GOVT Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q2 2026, buying an estimated $434K and bringing the position to 123,134 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #151.

Signature Estate & Investment Advisors first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Signature Estate & Investment Advisors held 123,134 shares of iShares US Treasury Bond ETF worth $2.8M as of Q2 2026.
Signature Estate & Investment Advisors bought 19,041 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $434K.
iShares US Treasury Bond ETF made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #151 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.