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

Stewardship 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 		$384K Sell
16,878
-37,545
-69% -$855K 0.08% 116
2026
Q1 		$1.25M Sell
54,423
-431
-0.8% -$9.94K 0.29% 48
2025
Q4 		$1.26M Buy
54,854
+1,956
+4% +$45.3K 0.29% 48
2025
Q3 		$1.22M Sell
52,898
-582
-1% -$13.3K 0.29% 47
2025
Q2 		$1.23M Buy
53,480
+13,483
+34% +$307K 0.31% 43
2025
Q1 		$919K Sell
39,997
-37,699
-49% -$855K 0.25% 52
2024
Q4 		$1.79M Sell
77,696
-157,905
-67% -$3.6M 0.5% 35
2024
Q3 		$5.52M Sell
235,601
-5,212
-2% -$121K 1.56% 14
2024
Q2 		$5.44M Sell
240,813
-53,760
-18% -$1.21M 1.8% 19
2024
Q1 		$6.71M Sell
294,573
-447,421
-60% -$10.2M 2.3% 11
2023
Q4 		$17.1M Sell
741,994
-28,716
-4% -$639K 6.16% 2
2023
Q3 		$17M Buy
770,710
+2,166
+0.3% +$48.8K 6.64% 2
2023
Q2 		$17.6M Buy
768,544
+95,981
+14% +$2.23M 6.62% 4
2023
Q1 		$15.7M Buy
672,563
+201,551
+43% +$4.66M 6.04% 5
2022
Q4 		$10.7M Buy
471,012
+9,181
+2% +$209K 4.31% 7
2022
Q3 		$10.5M Buy
461,831
+151,464
+49% +$3.59M 4.55% 6
2022
Q2 		$7.42M Sell
310,367
-146,185
-32% -$3.52M 3.12% 9
2022
Q1 		$11.4M Sell
456,552
-13,506
-3% -$346K 4.19% 7
2021
Q4 		$12.5M Buy
470,058
+8,199
+2% +$217K 4.51% 5
2021
Q3 		$12.3M Sell
461,859
-9,101
-2% -$244K 4.64% 5
2021
Q2 		$12.5M Sell
470,960
-348,347
-43% -$9.19M 4.69% 6
2021
Q1 		$21.5M Buy
819,307
+246,384
+43% +$6.58M 8.44% 3
2020
Q4 		$15.6M Buy
572,923
+62,050
+12% +$1.71M 6.36% 4
2020
Q3 		$14.2M Buy
510,873
+86,869
+20% +$2.44M 7.12% 3
2020
Q2 		$11.9M Buy
424,004
+47,667
+13% +$1.33M 6.58% 4
2020
Q1 		$10.5M Buy
376,337
+154,703
+70% +$4.15M 6.85% 4
2019
Q4 		$5.75M Buy
+221,634
New +$5.79M 3.61% 10

Other funds holding GOVT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors's GOVT Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 69% in Q2 2026, selling an estimated $855K and leaving 16,878 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #116.

Stewardship Advisors first reported a position in GOVT in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.5M in Q1 2021. 437 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stewardship Advisors held 16,878 shares of iShares US Treasury Bond ETF worth $384K as of Q2 2026.
  • Stewardship Advisors sold 37,545 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $855K.
  • iShares US Treasury Bond ETF made up 0.08% of Stewardship Advisors's portfolio in Q2 2026, its #116 holding.
  • Stewardship Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Stewardship Advisors's iShares US Treasury Bond ETF position peaked at $21.5M in Q1 2021.
  • 437 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.