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

Waverly 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	$689K	Buy	30,062 +838	+3%	+$19.3K	0.01%	942
2025 Q4	$673K	Buy	29,224 +1,467	+5%	+$34K	0.01%	890
2025 Q3	$642K	Sell	27,757 -1,649	-6%	-$37.8K	0.01%	772
2025 Q2	$676K	Sell	29,406 -1,623	-5%	-$37K	0.01%	727
2025 Q1	$713K	Buy	31,029 +4,863	+19%	+$110K	0.01%	683
2024 Q4	$601K	Buy	26,166 +1,904	+8%	+$43.4K	0.01%	641
2024 Q3	$569K	Sell	24,262 -954	-4%	-$22.1K	0.01%	555
2024 Q2	$569K	Buy	25,216 +1,278	+5%	+$28.7K	0.01%	551
2024 Q1	$545K	Buy	+23,938	New	+$544K	0.01%	463
2020 Q2	–	Sell	-14,086	Closed	-$395K	–	158
2020 Q1	$395K	Hold	14,086	–	–	0.07%	89
2019 Q4	$371K	Buy	+14,086	New	+$368K	0.05%	99

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

Waverly Advisors's GOVT Position: Q1 2026 in Review

Waverly Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2.9% in Q1 2026, buying an estimated $19.3K and bringing the position to 30,062 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #942.

Waverly Advisors first reported a position in GOVT in Q4 2019 and has held it in 11 quarters since. The position peaked at $713K in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Waverly Advisors held 30,062 shares of iShares US Treasury Bond ETF worth $689K as of Q1 2026.
Waverly Advisors bought 838 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $19.3K.
iShares US Treasury Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #942 holding.
Waverly Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 11 quarters since.
Waverly Advisors's iShares US Treasury Bond ETF position peaked at $713K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.