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

Strategic 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 		$24.7M Buy
1,084,684
+25,045
+2% +$570K 1.49% 15
2026
Q1 		$24.3M Buy
1,059,639
+471,842
+80% +$10.9M 1.68% 13
2025
Q4 		$13.5M Buy
587,797
+587,686
+529,447% +$13.6M 1.17% 21
2025
Q3 		$12.7M Sell
111
-479,521
-100% -$11M 1.15% 23
2025
Q2 		$11M Buy
479,632
+50,706
+12% +$1.15M 1.07% 24
2025
Q1 		$9.86M Buy
428,926
+43,501
+11% +$986K 1.04% 28
2024
Q4 		$8.86M Buy
385,425
+71,277
+23% +$1.63M 0.94% 31
2024
Q3 		$7.37M Buy
314,148
+11,847
+4% +$274K 0.81% 33
2024
Q2 		$6.82M Buy
302,301
+28,201
+10% +$632K 0.83% 31
2024
Q1 		$6.24M Sell
274,100
-3,967
-1% -$90.2K 0.8% 31
2023
Q4 		$6.41M Sell
278,067
-4,403
-2% -$98K 0.92% 27
2023
Q3 		$6.23M Buy
+282,470
New +$6.36M 1.03% 23
2023
Q2 		– Sell
-243,064
Closed -$5.68M – 203
2023
Q1 		$5.68M Buy
243,064
+4,789
+2% +$111K 1.03% 23
2022
Q4 		$5.41M Buy
238,275
+8,142
+4% +$185K 1.12% 23
2022
Q3 		$5.24M Sell
230,133
-53,044
-19% -$1.26M 1.18% 19
2022
Q2 		$6.77M Sell
283,177
-7,656
-3% -$184K 1.35% 16
2022
Q1 		$7.25M Buy
290,833
+10,591
+4% +$271K 1.37% 14
2021
Q4 		$7.48M Buy
280,242
+762
+0.3% +$20.2K 1.45% 17
2021
Q3 		$7.42M Buy
279,480
+1,140
+0.4% +$30.5K 1.63% 16
2021
Q2 		$7.4M Buy
278,340
+33,598
+14% +$887K 1.7% 17
2021
Q1 		$6.41M Buy
244,742
+1,785
+0.7% +$47.7K 1.66% 17
2020
Q4 		$6.62M Buy
242,957
+174,326
+254% +$4.81M 1.91% 15
2020
Q3 		$1.92M Buy
68,631
+3,460
+5% +$97K 0.65% 44
2020
Q2 		$1.82M Buy
65,171
+9,998
+18% +$280K 0.69% 43
2020
Q1 		$1.54M Buy
55,173
+8,572
+18% +$230K 0.71% 40
2019
Q4 		$1.21M Buy
46,601
+22,344
+92% +$584K 0.5% 48
2019
Q3 		$639K Buy
24,257
+5,420
+29% +$142K 0.31% 63
2019
Q2 		$495K Buy
+18,837
New +$477K 0.27% 65

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

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

Strategic Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, buying an estimated $570K and bringing the position to 1,084,684 shares worth $24.7M. The position accounts for 1.49% of the portfolio, ranked #15.

Strategic Investment Advisors first reported a position in GOVT in Q2 2019 and has held it in 28 quarters since. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Strategic Investment Advisors held 1,084,684 shares of iShares US Treasury Bond ETF worth $24.7M as of Q2 2026.
  • Strategic Investment Advisors bought 25,045 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $570K.
  • iShares US Treasury Bond ETF made up 1.49% of Strategic Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Strategic Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.