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

Wealth Alliance’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 		$12.2M Buy
536,417
+150,418
+39% +$3.43M 1.02% 15
2026
Q1 		$8.84M Buy
385,999
+354,236
+1,115% +$8.17M 0.87% 19
2025
Q4 		$731K Buy
31,763
+14,634
+85% +$339K 0.07% 235
2025
Q3 		$396K Sell
17,129
-627
-4% -$14.4K 0.04% 353
2025
Q2 		$408K Buy
17,756
+3,918
+28% +$89.2K 0.05% 338
2025
Q1 		$318K Buy
13,838
+663
+5% +$15K 0.04% 379
2024
Q4 		$303K Buy
13,175
+1,919
+17% +$43.8K 0.04% 383
2024
Q3 		$264K Sell
11,256
-307
-3% -$7.11K 0.03% 428
2024
Q2 		$261K Buy
11,563
+404
+4% +$9.06K 0.03% 424
2024
Q1 		$254K Buy
11,159
+186
+2% +$4.23K 0.03% 442
2023
Q4 		$253K Sell
10,973
-3,684
-25% -$82K 0.04% 432
2023
Q3 		$323K Sell
14,657
-168,907
-92% -$3.8M 0.05% 332
2023
Q2 		$4.2M Buy
183,564
+20
+0% +$464 0.63% 24
2023
Q1 		$4.29M Buy
183,544
+96,499
+111% +$2.23M 0.7% 19
2022
Q4 		$1.98M Sell
87,045
-189,675
-69% -$4.31M 0.35% 57
2022
Q3 		$6.3M Buy
276,720
+96,545
+54% +$2.29M 1.24% 10
2022
Q2 		$4.31M Buy
180,175
+30,146
+20% +$725K 0.83% 14
2022
Q1 		$3.74M Buy
150,029
+25,299
+20% +$648K 0.76% 20
2021
Q4 		$3.33M Buy
124,730
+10,866
+10% +$288K 0.67% 23
2021
Q3 		$3.02M Buy
113,864
+17,971
+19% +$481K 0.68% 26
2021
Q2 		$2.55M Buy
95,893
+53,831
+128% +$1.42M 0.6% 31
2021
Q1 		$1.1M Sell
42,062
-20,072
-32% -$536K 0.31% 73
2020
Q4 		$1.69M Buy
62,134
+11,564
+23% +$319K 0.5% 39
2020
Q3 		$1.41M Buy
50,570
+7,464
+17% +$209K 0.51% 45
2020
Q2 		$1.21M Sell
43,106
-307
-0.7% -$8.59K 0.48% 47
2020
Q1 		$1.22M Sell
43,413
-45,560
-51% -$1.22M 0.66% 32
2019
Q4 		$2.31M Buy
+88,973
New +$2.32M 1.64% 18

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 22.96% 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

Wealth Alliance's GOVT Position: Q2 2026 in Review

Wealth Alliance increased its iShares US Treasury Bond ETF (GOVT) stake by 39% in Q2 2026, buying an estimated $3.43M and bringing the position to 536,417 shares worth $12.2M. The position accounts for 1.02% of the portfolio, ranked #15.

Wealth Alliance first reported a position in GOVT in Q4 2019 and has held it in 27 quarters since. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Wealth Alliance held 536,417 shares of iShares US Treasury Bond ETF worth $12.2M as of Q2 2026.
  • Wealth Alliance bought 150,418 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.43M.
  • iShares US Treasury Bond ETF made up 1.02% of Wealth Alliance's portfolio in Q2 2026, its #15 holding.
  • Wealth Alliance first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.