Wealth Enhancement Advisory Services
GOVT icon

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

Wealth Enhancement Advisory Services’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 		$580M Buy
25,858,813
+2,903,777
+13% +$66.1M 0.97% 15
2026
Q1 		$521M Sell
22,955,036
-6,652,722
-22% -$153M 1.06% 15
2025
Q4 		$682M Buy
29,607,758
+2,371,085
+9% +$54.9M 0.93% 16
2025
Q3 		$629M Buy
27,236,673
+2,188,174
+9% +$50.2M 0.95% 16
2025
Q2 		$571M Buy
25,048,499
+1,415,215
+6% +$32.2M 0.94% 16
2025
Q1 		$543M Buy
23,633,284
+2,019,524
+9% +$45.8M 1.04% 15
2024
Q4 		$497M Buy
21,613,760
+19,761,632
+1,067% +$451M 0.95% 17
2024
Q3 		$43.4M Buy
1,852,128
+89,790
+5% +$2.08M 0.09% 213
2024
Q2 		$39.8M Buy
1,762,338
+997,640
+130% +$22.4M 0.09% 210
2024
Q1 		$17.4M Buy
764,698
+233,275
+44% +$5.3M 0.05% 359
2023
Q4 		$12.2M Buy
531,423
+6,626
+1% +$147K 0.04% 384
2023
Q3 		$11.6M Buy
524,797
+440,655
+524% +$9.92M 0.04% 377
2023
Q2 		$1.93M Buy
84,142
+20,584
+32% +$477K 0.02% 202
2023
Q1 		$1.49M Buy
63,558
+15,937
+33% +$368K 0.02% 257
2022
Q4 		$1.11M Sell
47,621
-951
-2% -$21.6K 0.01% 210
2022
Q3 		$1.1M Buy
48,572
+4,054
+9% +$96K 0.02% 227
2022
Q2 		$1.06M Buy
44,518
+9,484
+27% +$228K 0.01% 245
2022
Q1 		$869K Buy
+35,034
New +$897K 0.01% 245

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 Enhancement Advisory Services's GOVT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, buying an estimated $66.1M and bringing the position to 25,858,813 shares worth $580M. The position accounts for 0.97% of the portfolio, ranked #15.

Wealth Enhancement Advisory Services first reported a position in GOVT in Q1 2022 and has held it in 18 quarters since. The position peaked at $682M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,858,813 shares of iShares US Treasury Bond ETF worth $580M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,903,777 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $66.1M.
  • iShares US Treasury Bond ETF made up 0.97% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #15 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Treasury Bond ETF position peaked at $682M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.