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Wallace Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wallace Advisory Group’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 		$362K Sell
15,786
-923
-6% -$21.3K 0.39% 57
2025
Q4 		$385K Sell
16,709
-8,187
-33% -$190K 0.4% 61
2025
Q3 		$572K Sell
24,896
-537
-2% -$12.3K 0.46% 59
2025
Q2 		$585K Buy
25,433
+164
+0.6% +$3.73K 0.42% 64
2025
Q1 		$581K Buy
25,269
+1,790
+8% +$40.6K 0.4% 69
2024
Q4 		$551K Sell
23,479
-1,064
-4% -$24.3K 0.38% 71
2024
Q3 		$554K Hold
24,543
– – 0.41% 60
2024
Q2 		$554K Sell
24,543
-8,262
-25% -$185K 0.4% 60
2024
Q1 		$756K Buy
32,805
+7,064
+27% +$161K 0.57% 46
2023
Q4 		$567K Buy
25,741
+2,045
+9% +$45.5K 0.44% 49
2023
Q3 		$543K Buy
23,696
+298
+1% +$6.71K 0.39% 59
2023
Q2 		$547K Hold
23,398
– – 0.42% 60
2023
Q1 		$547K Buy
23,398
+312
+1% +$7.21K 0.42% 60
2022
Q4 		$525K Buy
+23,086
New +$525K 0.41% 56

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Wallace Advisory Group's GOVT Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.5% in Q1 2026, selling an estimated $21.3K and leaving 15,786 shares worth $362K. The position accounts for 0.39% of the portfolio, ranked #57.

Wallace Advisory Group first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $756K in Q1 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Wallace Advisory Group held 15,786 shares of iShares US Treasury Bond ETF worth $362K as of Q1 2026.
  • Wallace Advisory Group sold 923 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $21.3K.
  • iShares US Treasury Bond ETF made up 0.39% of Wallace Advisory Group's portfolio in Q1 2026, its #57 holding.
  • Wallace Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's iShares US Treasury Bond ETF position peaked at $756K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.