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

Valeo Financial 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	–	Sell	-21,704	Closed	-$500K	–	814
2025 Q4	$500K	Buy	+21,704	New	+$502K	0.01%	464
2025 Q1	–	Sell	-9,322	Closed	-$214K	–	718
2024 Q4	$214K	Buy	+9,322	New	+$213K	0.01%	647
2020 Q3	–	Sell	-2,561	Closed	-$72K	–	1803
2020 Q2	$72K	Buy	+2,561	New	+$71.6K	0.01%	604
2020 Q1	–	Sell	-12,125	Closed	-$51K	–	1837
2019 Q4	$51K	Sell	12,125 -6	-0%	-$157	0.01%	636
2019 Q3	$52K	Buy	12,131 +8,806	+265%	+$230K	0.01%	590
2019 Q2	$86K	Buy	+3,325	New	+$84.2K	0.01%	463
2018 Q2	–	Sell	-733	Closed	-$18K	–	1677
2018 Q1	$18K	Hold	733	–	–	﹤0.01%	740
2017 Q4	$18K	Hold	733	–	–	﹤0.01%	693
2017 Q3	$19K	Buy	+733	New	+$18.6K	﹤0.01%	561

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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Valeo Financial Advisors's GOVT Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 21,704 shares — an estimated $500K sold.

Valeo Financial Advisors first reported a position in GOVT in Q3 2017 and held it in 9 quarters. The position peaked at $500K in Q4 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Valeo Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 21,704 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $500K.
Valeo Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2017 and held it in 9 quarters.
Valeo Financial Advisors's iShares US Treasury Bond ETF position peaked at $500K in Q4 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.