U.S. Capital Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

U.S. Capital 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 Q1	$4.84M	Buy	211,142 +146,769	+228%	+$3.38M	0.12%	199
2025 Q4	$1.48M	Sell	64,373 -6,827	-10%	-$158K	0.04%	402
2025 Q3	$1.65M	Sell	71,200 -1,322	-2%	-$30.3K	0.04%	374
2025 Q2	$1.67M	Buy	72,522 +6,071	+9%	+$138K	0.05%	333
2025 Q1	$1.53M	Buy	66,451 +8,357	+14%	+$189K	0.05%	343
2024 Q4	$1.34M	Buy	58,094 +1,053	+2%	+$24K	0.04%	382
2024 Q3	$1.34M	Buy	57,041 +597	+1%	+$13.8K	0.05%	323
2024 Q2	$1.27M	Sell	56,444 -428	-0.8%	-$9.6K	0.05%	314
2024 Q1	$1.29M	Buy	56,872 +13,659	+32%	+$311K	0.05%	306
2023 Q4	$996K	Buy	43,213 +7,340	+20%	+$163K	0.04%	334
2023 Q3	$791K	Sell	35,873 -25,494	-42%	-$574K	0.04%	346
2023 Q2	$1.41M	Sell	61,367 -1,672	-3%	-$38.8K	0.07%	265
2023 Q1	$1.47M	Sell	63,039 -755	-1%	-$17.4K	0.07%	251
2022 Q4	$1.45M	Buy	63,794 +12,740	+25%	+$290K	0.07%	265
2022 Q3	$1.16M	Buy	51,054 +31,549	+162%	+$747K	0.06%	308
2022 Q2	$466K	Buy	19,505 +6,055	+45%	+$146K	0.02%	478
2022 Q1	$335K	Buy	13,450 +3,177	+31%	+$81.4K	0.01%	581
2021 Q4	$274K	Sell	10,273 -1,146	-10%	-$30.3K	0.01%	615
2021 Q3	$303K	Buy	+11,419	New	+$306K	0.01%	610

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

U.S. Capital Wealth Advisors's GOVT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 228% in Q1 2026, buying an estimated $3.38M and bringing the position to 211,142 shares worth $4.84M. The position accounts for 0.12% of the portfolio, ranked #199.

U.S. Capital Wealth Advisors first reported a position in GOVT in Q3 2021 and has held it in 19 quarters since. 930 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

U.S. Capital Wealth Advisors held 211,142 shares of iShares US Treasury Bond ETF worth $4.84M as of Q1 2026.
U.S. Capital Wealth Advisors bought 146,769 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.38M.
iShares US Treasury Bond ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #199 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
930 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.