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GOVT icon

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

TrueWealth 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 		$251K Buy
11,018
+1,001
+10% +$22.8K 0.06% 214
2026
Q1 		$229K Buy
+10,017
New +$231K 0.06% 220
2025
Q1 		– Sell
-11,160
Closed -$256K – 224
2024
Q4 		$256K Buy
11,160
+1,468
+15% +$33.5K 0.09% 187
2024
Q3 		$227K Sell
9,692
-1,919
-17% -$44.4K 0.08% 205
2024
Q2 		$262K Buy
11,611
+534
+5% +$12K 0.1% 186
2024
Q1 		$252K Buy
11,077
+474
+4% +$10.8K 0.1% 177
2023
Q4 		$244K Sell
10,603
-11
-0.1% -$245 0.09% 167
2023
Q3 		$234K Sell
10,614
-8,359
-44% -$188K 0.1% 164
2023
Q2 		$434K Buy
18,973
+793
+4% +$18.4K 0.18% 94
2023
Q1 		$425K Buy
18,180
+1,328
+8% +$30.7K 0.18% 93
2022
Q4 		$383K Sell
16,852
-21,478
-56% -$488K 0.17% 102
2022
Q3 		$872K Buy
38,330
+7,939
+26% +$188K 0.41% 49
2022
Q2 		$726K Buy
30,391
+898
+3% +$21.6K 0.34% 66
2022
Q1 		$787K Hold
29,493
– – 0.35% 61
2021
Q4 		$787K Buy
29,493
+3,993
+16% +$106K 0.35% 61
2021
Q3 		$677K Sell
25,500
-1,882
-7% -$50.4K 0.38% 57
2021
Q2 		$728K Buy
27,382
+3,713
+16% +$98K 0.42% 52
2021
Q1 		$625K Buy
+23,669
New +$632K 0.41% 55

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

TrueWealth Advisors's GOVT Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q2 2026, buying an estimated $22.8K and bringing the position to 11,018 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #214.

TrueWealth Advisors first reported a position in GOVT in Q1 2021 and has held it in 18 quarters since. The position peaked at $872K in Q3 2022. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • TrueWealth Advisors held 11,018 shares of iShares US Treasury Bond ETF worth $251K as of Q2 2026.
  • TrueWealth Advisors bought 1,001 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares US Treasury Bond ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #214 holding.
  • TrueWealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • TrueWealth Advisors's iShares US Treasury Bond ETF position peaked at $872K in Q3 2022.
  • 456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.