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 Q2	$961K	Buy	42,200 +26,414	+167%	+$602K	0.9%	22
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Wallace Advisory Group's GOVT Position: Q2 2026 in Review

Wallace Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 167% in Q2 2026, buying an estimated $602K and bringing the position to 42,200 shares worth $961K. The position accounts for 0.9% of the portfolio, ranked #22.

Wallace Advisory Group first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Wallace Advisory Group held 42,200 shares of iShares US Treasury Bond ETF worth $961K as of Q2 2026.
Wallace Advisory Group bought 26,414 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $602K.
iShares US Treasury Bond ETF made up 0.9% of Wallace Advisory Group's portfolio in Q2 2026, its #22 holding.
Wallace Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.