VA
GOVT icon

Valmark Advisers’s iShares US Treasury Bond ETF GOVT Stock Holding History

Valmark Advisers’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 		$2.37M Buy
103,932
+1,104
+1% +$25.1K 0.03% 242
2026
Q1 		$2.36M Buy
102,828
+1,273
+1% +$29.3K 0.03% 230
2025
Q4 		$2.34M Sell
101,555
-1,109
-1% -$25.7K 0.03% 218
2025
Q3 		$2.37M Buy
102,664
+1,883
+2% +$43.2K 0.03% 209
2025
Q2 		$2.32M Buy
100,781
+4,050
+4% +$92.2K 0.03% 203
2025
Q1 		$2.22M Sell
96,731
-3,760
-4% -$85.2K 0.03% 196
2024
Q4 		$2.31M Buy
100,491
+16,794
+20% +$383K 0.04% 187
2024
Q3 		$1.96M Buy
83,697
+10,060
+14% +$233K 0.03% 198
2024
Q2 		$1.66M Buy
73,637
+283
+0.4% +$6.34K 0.03% 203
2024
Q1 		$1.67M Sell
73,354
-7,855
-10% -$179K 0.03% 192
2023
Q4 		$1.87M Sell
81,209
-5,788
-7% -$129K 0.04% 174
2023
Q3 		$1.92M Sell
86,997
-7,995
-8% -$180K 0.04% 151
2023
Q2 		$2.18M Buy
94,992
+1,892
+2% +$43.9K 0.04% 134
2023
Q1 		$2.18M Sell
93,100
-108
-0.1% -$2.49K 0.05% 133
2022
Q4 		$2.12M Sell
93,208
-11,976
-11% -$272K 0.05% 131
2022
Q3 		$2.39M Sell
105,184
-216
-0.2% -$5.12K 0.05% 112
2022
Q2 		$2.52M Buy
105,400
+3,408
+3% +$82K 0.05% 106
2022
Q1 		$2.54M Sell
101,992
-1,425
-1% -$36.5K 0.04% 107
2021
Q4 		$2.76M Buy
103,417
+827
+0.8% +$21.9K 0.05% 98
2021
Q3 		$2.72M Buy
102,590
+7,310
+8% +$196K 0.05% 95
2021
Q2 		$2.53M Buy
95,280
+2,794
+3% +$73.7K 0.05% 95
2021
Q1 		$2.42M Buy
92,486
+28,350
+44% +$758K 0.05% 96
2020
Q4 		$1.75M Buy
64,136
+5,442
+9% +$150K 0.04% 113
2020
Q3 		$1.64M Buy
58,694
+13,707
+30% +$384K 0.04% 94
2020
Q2 		$1.26M Buy
44,987
+10,696
+31% +$299K 0.03% 100
2020
Q1 		$960K Buy
34,291
+17,864
+109% +$479K 0.03% 100
2019
Q4 		$426K Sell
16,427
-76,944
-82% -$2.01M 0.01% 162
2019
Q3 		$2.46M Buy
93,371
+74,378
+392% +$1.94M 0.05% 58
2019
Q2 		$490K Buy
18,993
+2,953
+18% +$74.8K 0.01% 143
2019
Q1 		$405K Buy
16,040
+2,847
+22% +$70.8K 0.01% 149
2018
Q4 		$325K Sell
13,193
-1,388
-10% -$33.8K 0.01% 156
2018
Q3 		$355K Buy
14,581
+429
+3% +$10.5K 0.01% 141
2018
Q2 		$348K Sell
14,152
-70
-0.5% -$1.71K 0.01% 137
2018
Q1 		$351K Buy
14,222
+60
+0.4% +$1.48K 0.01% 133
2017
Q4 		$355K Buy
14,162
+56
+0.4% +$1.41K 0.01% 135
2017
Q3 		$356K Buy
14,106
+1,028
+8% +$26K 0.01% 58
2017
Q2 		$330K Buy
13,078
+258
+2% +$6.51K 0.01% 58
2017
Q1 		$321K Buy
12,820
+1,540
+14% +$38.5K 0.01% 57
2016
Q4 		$281K Buy
+11,280
New +$286K 0.01% 64

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

Valmark Advisers's GOVT Position: Q2 2026 in Review

Valmark Advisers increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, buying an estimated $25.1K and bringing the position to 103,932 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #242.

Valmark Advisers first reported a position in GOVT in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.76M in Q4 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Valmark Advisers held 103,932 shares of iShares US Treasury Bond ETF worth $2.37M as of Q2 2026.
  • Valmark Advisers bought 1,104 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $25.1K.
  • iShares US Treasury Bond ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #242 holding.
  • Valmark Advisers first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Valmark Advisers's iShares US Treasury Bond ETF position peaked at $2.76M in Q4 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.