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SOA Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

SOA Wealth 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 		$7.56K Hold
332
– – ﹤0.01% 653
2026
Q1 		$7.61K Hold
332
– – ﹤0.01% 623
2025
Q4 		$7.64K Buy
332
+1
+0.3% +$23 ﹤0.01% 628
2025
Q3 		$7.65K Sell
331
-1,348
-80% -$30.9K ﹤0.01% 639
2025
Q2 		$38.6K Buy
1,679
+1,359
+425% +$30.9K 0.01% 407
2025
Q1 		$7.36K Buy
320
+20
+7% +$453 ﹤0.01% 598
2024
Q4 		$6.89K Buy
300
+19
+7% +$433 ﹤0.01% 590
2024
Q3 		$6.59K Sell
281
-221
-44% -$5.12K ﹤0.01% 580
2024
Q2 		$11.3K Buy
502
+246
+96% +$5.52K ﹤0.01% 516
2024
Q1 		$5.83K Buy
256
+37
+17% +$841 ﹤0.01% 596
2023
Q4 		$5.05K Sell
219
-75
-26% -$1.67K ﹤0.01% 599
2023
Q3 		$6.48K Buy
294
+40
+16% +$900 ﹤0.01% 577
2023
Q2 		$5.82K Buy
254
+16
+7% +$371 ﹤0.01% 605
2023
Q1 		$5.56K Buy
238
+6
+3% +$139 ﹤0.01% 608
2022
Q4 		$5.27K Buy
232
+17
+8% +$386 ﹤0.01% 619
2022
Q3 		$4K Buy
215
+2
+0.9% +$47 ﹤0.01% 624
2022
Q2 		$5K Sell
213
-12
-5% -$289 ﹤0.01% 586
2022
Q1 		$5K Buy
225
+24
+12% +$615 ﹤0.01% 685
2021
Q4 		$5K Buy
201
+1
+0.5% +$26 ﹤0.01% 658
2021
Q3 		$5K Buy
200
+2
+1% +$54 ﹤0.01% 683
2021
Q2 		$5K Buy
198
+5
+3% +$132 ﹤0.01% 666
2021
Q1 		$5K Buy
193
+22
+13% +$588 ﹤0.01% 618
2020
Q4 		$4K Buy
+171
New +$4.72K ﹤0.01% 628

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

SOA Wealth Advisors's GOVT Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 332 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

SOA Wealth Advisors first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.6K in Q2 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SOA Wealth Advisors held 332 shares of iShares US Treasury Bond ETF worth $7.56K as of Q2 2026.
  • SOA Wealth Advisors left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #653 holding.
  • SOA Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares US Treasury Bond ETF position peaked at $38.6K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.