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 Q2	$752K	Buy	33,001 +2,939	+10%	+$66.9K	﹤0.01%	990
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 $1.55T 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 22.9% 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

Waverly Advisors's GOVT Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 9.8% in Q2 2026, buying an estimated $66.9K and bringing the position to 33,001 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Waverly Advisors first reported a position in GOVT in Q4 2019 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Waverly Advisors held 33,001 shares of iShares US Treasury Bond ETF worth $752K as of Q2 2026.
Waverly Advisors bought 2,939 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $66.9K.
iShares US Treasury Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #990 holding.
Waverly Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.