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

WCG Wealth 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 		$480K Buy
20,967
+3,771
+22% +$86.9K 0.01% 460
2025
Q4 		$396K Sell
17,196
-470
-3% -$10.9K 0.01% 470
2025
Q3 		$408K Sell
17,666
-504
-3% -$11.6K 0.03% 313
2025
Q2 		$418K Buy
18,170
+1,692
+10% +$38.5K 0.03% 310
2025
Q1 		$379K Sell
16,478
-46,666
-74% -$1.06M 0.03% 256
2024
Q4 		$1.45M Buy
63,144
+1,400
+2% +$31.9K 0.1% 176
2024
Q3 		$1.45M Buy
61,744
+43,994
+248% +$1.02M 0.1% 186
2024
Q2 		$401K Sell
17,750
-24,458
-58% -$548K 0.03% 254
2024
Q1 		$961K Sell
42,208
-34,121
-45% -$776K 0.08% 183
2023
Q4 		$1.76M Sell
76,329
-82,605
-52% -$1.84M 0.13% 150
2023
Q3 		$3.5M Buy
158,934
+877
+0.6% +$19.7K 0.26% 88
2023
Q2 		$3.62M Buy
+158,057
New +$3.67M 0.42% 57

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

WCG Wealth Advisors's GOVT Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 22% in Q1 2026, buying an estimated $86.9K and bringing the position to 20,967 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #460.

WCG Wealth Advisors first reported a position in GOVT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.62M in Q2 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • WCG Wealth Advisors held 20,967 shares of iShares US Treasury Bond ETF worth $480K as of Q1 2026.
  • WCG Wealth Advisors bought 3,771 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $86.9K.
  • iShares US Treasury Bond ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • WCG Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • WCG Wealth Advisors's iShares US Treasury Bond ETF position peaked at $3.62M in Q2 2023.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.