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

TRUE Private 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	$264K	Buy	+11,586	New	+$264K	0.02%	238
2025 Q1	–	Sell	-9,803	Closed	-$225K	–	236
2024 Q4	$225K	Sell	9,803 -6,128	-38%	-$140K	0.03%	211
2024 Q3	$374K	Sell	15,931 -2,612	-14%	-$60.5K	0.04%	145
2024 Q2	$419K	Sell	18,543 -12,109	-40%	-$272K	0.05%	181
2024 Q1	$698K	Buy	30,652 +2,036	+7%	+$46.3K	0.08%	130
2023 Q4	$659K	Sell	28,616 -13,002	-31%	-$289K	0.08%	126
2023 Q3	$917K	Sell	41,618 -30,788	-43%	-$693K	0.13%	100
2023 Q2	$1.66M	Sell	72,406 -18,705	-21%	-$434K	0.24%	64
2023 Q1	$2.13M	Sell	91,111 -19,868	-18%	-$459K	0.32%	54
2022 Q4	$2.52M	Sell	110,979 -78,502	-41%	-$1.78M	0.39%	44
2022 Q3	$4.31M	Buy	189,481 +43,127	+29%	+$1.02M	0.65%	20
2022 Q2	$3.5M	Buy	146,354 +5,793	+4%	+$139K	0.51%	33
2022 Q1	$3.39M	Buy	140,561 +74,167	+112%	+$1.9M	0.48%	36
2021 Q4	$1.77M	Buy	66,394 +2,749	+4%	+$72.8K	0.25%	65
2021 Q3	$1.69M	Sell	63,645 -11,959	-16%	-$320K	0.25%	66
2021 Q2	$2.01M	Buy	75,604 +29,796	+65%	+$786K	0.3%	58
2021 Q1	$1.2M	Buy	45,808 +10,710	+31%	+$286K	0.19%	74
2020 Q4	$956K	Sell	35,098 -31,612	-47%	-$872K	0.16%	81
2020 Q3	$1.86M	Sell	66,710 -17,810	-21%	-$499K	0.32%	52
2020 Q2	$2.37M	Sell	84,520 -35,761	-30%	-$1M	0.43%	43
2020 Q1	$3.37M	Buy	120,281 +120,236	+267,191%	+$3.23M	0.72%	25
2019 Q4	$1K	Buy	+45	New	+$1.18K	﹤0.01%	771
2019 Q3	–	Sell	-45	Closed	-$1K	–	426
2019 Q2	$1K	Buy	+45	New	+$1.14K	﹤0.01%	759
2018 Q4	–	Sell	-787	Closed	-$19.2K	–	521
2018 Q3	$19.2K	Buy	+787	New	+$19.3K	﹤0.01%	618

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

TRUE Private Wealth Advisors's GOVT Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 11,586 shares worth $264K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in GOVT as recently as Q4 2024.

TRUE Private Wealth Advisors first reported a position in GOVT in Q3 2018 and has held it in 24 quarters since. The position peaked at $4.31M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

TRUE Private Wealth Advisors held 11,586 shares of iShares US Treasury Bond ETF worth $264K as of Q2 2026.
iShares US Treasury Bond ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
iShares US Treasury Bond ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #238 holding.
TRUE Private Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2018 and has held it in 24 quarters since.
TRUE Private Wealth Advisors's iShares US Treasury Bond ETF position peaked at $4.31M in Q3 2022.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.