Wealth Advisory Solutions
GOVT icon

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
Q3 		$1.54M Buy
70,477
+479
+0.7% +$10.7K 0.32% 66
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wealth Advisory Solutions's GOVT Position: Q3 2026 in Review

Wealth Advisory Solutions increased its iShares US Treasury Bond ETF (GOVT) stake by 0.68% in Q3 2026, buying an estimated $10.7K and bringing the position to 70,477 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #66.

Wealth Advisory Solutions first reported a position in GOVT in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2023. 259 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Wealth Advisory Solutions held 70,477 shares of iShares US Treasury Bond ETF worth $1.54M as of Q3 2026.
  • Wealth Advisory Solutions bought 479 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $10.7K.
  • iShares US Treasury Bond ETF made up 0.32% of Wealth Advisory Solutions's portfolio in Q3 2026, its #66 holding.
  • Wealth Advisory Solutions first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Advisory Solutions's iShares US Treasury Bond ETF position peaked at $2.44M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.