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

Sovran 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 		$7.02M Buy
311,887
+33,396
+12% +$761K 0.52% 41
2026
Q1 		$6.36M Buy
278,491
+162,434
+140% +$3.74M 0.5% 52
2025
Q4 		$2.68M Buy
116,057
+11,026
+10% +$255K 0.23% 113
2025
Q3 		$2.44M Buy
105,031
+15,725
+18% +$361K 0.22% 115
2025
Q2 		$2.03M Buy
89,306
+1,999
+2% +$45.5K 0.21% 119
2025
Q1 		$1.99M Buy
87,307
+1,080
+1% +$24.5K 0.26% 99
2024
Q4 		$1.92M Buy
+86,227
New +$1.97M 0.27% 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

Sovran Advisors's GOVT Position: Q2 2026 in Review

Sovran Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, buying an estimated $761K and bringing the position to 311,887 shares worth $7.02M. The position accounts for 0.52% of the portfolio, ranked #41.

Sovran Advisors first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Sovran Advisors held 311,887 shares of iShares US Treasury Bond ETF worth $7.02M as of Q2 2026.
  • Sovran Advisors bought 33,396 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $761K.
  • iShares US Treasury Bond ETF made up 0.52% of Sovran Advisors's portfolio in Q2 2026, its #41 holding.
  • Sovran Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.