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

W Advisors LLC’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	$345K	Buy	+15,068	New	+$347K	0.18%	102
2023 Q3	–	Sell	-12,578	Closed	-$288K	–	101
2023 Q2	$288K	Sell	12,578 -2,434	-16%	-$56.5K	0.23%	82
2023 Q1	$351K	Buy	15,012 +3,749	+33%	+$86.6K	0.29%	75
2022 Q4	$256K	Sell	11,263 -23,611	-68%	-$537K	0.21%	90
2022 Q3	$794K	Buy	34,874 +9,334	+37%	+$221K	0.74%	37
2022 Q2	$611K	Buy	25,540 +1,442	+6%	+$34.7K	0.53%	50
2022 Q1	$600K	Sell	24,098 -4,278	-15%	-$110K	0.45%	55
2021 Q4	$757K	Buy	+28,376	New	+$751K	0.56%	40

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

W Advisors LLC's GOVT Position: Q1 2026 in Review

W Advisors LLC opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 15,068 shares worth $345K. The stake represents 0.18% of the portfolio and ranks #102 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in GOVT as recently as Q2 2023.

W Advisors LLC first reported a position in GOVT in Q4 2021 and has held it in 8 quarters since. The position peaked at $794K in Q3 2022. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

W Advisors LLC held 15,068 shares of iShares US Treasury Bond ETF worth $345K as of Q1 2026.
iShares US Treasury Bond ETF was a new W Advisors LLC position in Q1 2026.
iShares US Treasury Bond ETF made up 0.18% of W Advisors LLC's portfolio in Q1 2026, its #102 holding.
W Advisors LLC first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
W Advisors LLC's iShares US Treasury Bond ETF position peaked at $794K in Q3 2022.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.