Soltis Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Soltis 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	–	Sell	-16,229	Closed	-$372K	–	668
2026 Q1	$372K	Sell	16,229 -9,540	-37%	-$220K	0.02%	392
2025 Q4	$593K	Sell	25,769 -7,642	-23%	-$177K	0.04%	296
2025 Q3	$772K	Buy	+33,411	New	+$766K	0.05%	235
2021 Q2	–	Sell	-13,433	Closed	-$352K	–	246
2021 Q1	$352K	Sell	13,433 -6,673	-33%	-$178K	0.06%	170
2020 Q4	$548K	Buy	20,106 +2	+0%	+$55	0.1%	133
2020 Q3	$562K	Sell	20,104 -1,219	-6%	-$34.2K	0.13%	119
2020 Q2	$597K	Buy	21,323 +1,972	+10%	+$55.2K	0.15%	102
2020 Q1	$542K	Sell	19,351 -2,738	-12%	-$73.5K	0.17%	70
2019 Q4	$573K	Buy	+22,089	New	+$577K	0.11%	78

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Soltis Investment Advisors's GOVT Position: Q2 2026 in Review

Soltis Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 16,229 shares — an estimated $372K sold.

Soltis Investment Advisors first reported a position in GOVT in Q4 2019 and held it in 9 quarters. The position peaked at $772K in Q3 2025. 556 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Soltis Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Soltis Investment Advisors sold 16,229 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $372K.
Soltis Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Soltis Investment Advisors's iShares US Treasury Bond ETF position peaked at $772K in Q3 2025.
556 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.