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

Stratos 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 		$1.02M Buy
44,955
+15,244
+51% +$347K 0.06% 271
2026
Q1 		$681K Sell
29,711
-18
-0.1% -$415 0.04% 334
2025
Q4 		$685K Sell
29,729
-106,457
-78% -$2.46M 0.03% 376
2025
Q3 		$3.15M Buy
136,186
+2,697
+2% +$61.8K 0.15% 143
2025
Q2 		$3.07M Buy
133,489
+7,645
+6% +$174K 0.16% 137
2025
Q1 		$2.89M Sell
125,844
-18,876
-13% -$428K 0.16% 128
2024
Q4 		$3.33M Buy
144,720
+5,846
+4% +$133K 0.16% 143
2024
Q3 		$3.26M Buy
138,874
+2,173
+2% +$50.3K 0.15% 152
2024
Q2 		$3.09M Buy
136,701
+122,651
+873% +$2.75M 0.15% 147
2024
Q1 		$320K Sell
14,050
-1,235
-8% -$28.1K 0.02% 541
2023
Q4 		$352K Sell
15,285
-18,218
-54% -$406K 0.02% 526
2023
Q3 		$738K Sell
33,503
-44,968
-57% -$1.01M 0.05% 364
2023
Q2 		$1.8M Sell
78,471
-37,913
-33% -$879K 0.13% 213
2023
Q1 		$2.72M Buy
116,384
+73,390
+171% +$1.7M 0.21% 136
2022
Q4 		$977K Sell
42,994
-54,666
-56% -$1.24M 0.08% 280
2022
Q3 		$2.22M Sell
97,660
-27,778
-22% -$658K 0.23% 124
2022
Q2 		$3M Sell
125,438
-196,606
-61% -$4.73M 0.27% 100
2022
Q1 		$8.02M Buy
322,044
+20,779
+7% +$532K 0.65% 28
2021
Q4 		$8.04M Buy
301,265
+4,751
+2% +$126K 0.58% 32
2021
Q3 		$7.87M Sell
296,514
-111,641
-27% -$2.99M 0.67% 25
2021
Q2 		$10.9M Buy
408,155
+135,172
+50% +$3.57M 0.96% 13
2021
Q1 		$7.15M Buy
272,983
+72,109
+36% +$1.93M 0.76% 17
2020
Q4 		$5.47M Buy
200,874
+101,010
+101% +$2.79M 0.75% 25
2020
Q3 		$2.79M Buy
99,864
+39,621
+66% +$1.11M 0.68% 41
2020
Q2 		$1.69M Buy
60,243
+53,450
+787% +$1.5M 0.52% 55
2020
Q1 		$190K Sell
6,793
-8,391
-55% -$225K 0.13% 143
2019
Q4 		$394K Buy
15,184
+18
+0.1% +$470 0.22% 99
2019
Q3 		$399K Sell
15,166
-3,152
-17% -$82.3K 0.15% 144
2019
Q2 		$473K Buy
18,318
+920
+5% +$23.3K 0.19% 121
2019
Q1 		$439K Buy
+17,398
New +$433K 0.24% 117

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

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

Stratos Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 51% in Q2 2026, buying an estimated $347K and bringing the position to 44,955 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #271.

Stratos Wealth Advisors first reported a position in GOVT in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.9M in Q2 2021. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stratos Wealth Advisors held 44,955 shares of iShares US Treasury Bond ETF worth $1.02M as of Q2 2026.
  • Stratos Wealth Advisors bought 15,244 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $347K.
  • iShares US Treasury Bond ETF made up 0.06% of Stratos Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • Stratos Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's iShares US Treasury Bond ETF position peaked at $10.9M in Q2 2021.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.