Wealth Advisory Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealth Advisory Solutions’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	$1.59M	Sell	69,998 -1,137	-2%	-$25.9K	0.33%	64
2026 Q1	$1.63M	Buy	71,135 +6,639	+10%	+$153K	0.36%	61
2025 Q4	$1.49M	Sell	64,496 -28	-0%	-$648	0.35%	61
2025 Q3	$1.49M	Buy	64,524 +1,799	+3%	+$41.3K	0.36%	62
2025 Q2	$1.44M	Sell	62,725 -1,312	-2%	-$29.9K	0.37%	62
2025 Q1	$1.47M	Sell	64,037 -3,514	-5%	-$79.7K	0.39%	59
2024 Q4	$1.55M	Buy	67,551 +3,694	+6%	+$84.3K	0.43%	52
2024 Q3	$1.5M	Buy	63,857 +1,291	+2%	+$29.9K	0.41%	52
2024 Q2	$1.41M	Buy	62,566 +1,679	+3%	+$37.6K	0.38%	55
2024 Q1	$1.39M	Buy	+60,887	New	+$1.38M	0.36%	56
2023 Q4	–	Sell	-61,542	Closed	-$1.36M	–	90
2023 Q3	$1.36M	Sell	61,542 -43,069	-41%	-$970K	0.27%	58
2023 Q2	$2.39M	Sell	104,611 -73	-0.1%	-$1.69K	0.64%	44
2023 Q1	$2.44M	Buy	104,684 +2,440	+2%	+$56.4K	0.65%	44
2022 Q4	$2.32M	Sell	102,244 -1,011	-1%	-$23K	0.62%	44
2022 Q3	$2.35M	Buy	+103,255	New	+$2.45M	0.65%	48

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

Wealth Advisory Solutions's GOVT Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.6% in Q2 2026, selling an estimated $25.9K and leaving 69,998 shares worth $1.59M. The position accounts for 0.33% of the portfolio, ranked #64.

Wealth Advisory Solutions first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Wealth Advisory Solutions held 69,998 shares of iShares US Treasury Bond ETF worth $1.59M as of Q2 2026.
Wealth Advisory Solutions sold 1,137 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $25.9K.
iShares US Treasury Bond ETF made up 0.33% of Wealth Advisory Solutions's portfolio in Q2 2026, its #64 holding.
Wealth Advisory Solutions first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Wealth Advisory Solutions's iShares US Treasury Bond ETF position peaked at $2.44M in Q1 2023.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.