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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
Q2 		$5.02M Buy
220,236
+199,269
+950% +$4.54M 0.12% 170
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

WCG Wealth Advisors's GOVT Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 950% in Q2 2026, buying an estimated $4.54M and bringing the position to 220,236 shares worth $5.02M. The position accounts for 0.12% of the portfolio, ranked #170.

WCG Wealth Advisors first reported a position in GOVT in Q2 2023 and has held it in 13 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • WCG Wealth Advisors held 220,236 shares of iShares US Treasury Bond ETF worth $5.02M as of Q2 2026.
  • WCG Wealth Advisors bought 199,269 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.54M.
  • iShares US Treasury Bond ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • WCG Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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