Westfuller Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Westfuller 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	$10M	Buy	439,520 +62,106	+16%	+$1.41M	3.64%	2
2026 Q1	$8.65M	Buy	377,414 +100,583	+36%	+$2.32M	3.73%	2
2025 Q4	$6.37M	Buy	276,831 +11,518	+4%	+$267K	2.58%	7
2025 Q3	$6.13M	Buy	265,313 +142,341	+116%	+$3.26M	2.79%	6
2025 Q2	$2.83M	Buy	122,972 +2,599	+2%	+$59.2K	1.61%	17
2025 Q1	$2.77M	Buy	120,373 +7,276	+6%	+$165K	1.85%	14
2024 Q4	$2.6M	Buy	113,097 +71,870	+174%	+$1.64M	1.65%	18
2024 Q3	$967K	Buy	+41,227	New	+$955K	0.69%	37
2024 Q1	$545K	Buy	+23,947	New	+$544K	0.65%	42

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

Westfuller Advisors's GOVT Position: Q2 2026 in Review

Westfuller Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, buying an estimated $1.41M and bringing the position to 439,520 shares worth $10M. The position accounts for 3.64% of the portfolio, ranked #2.

Westfuller Advisors first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Westfuller Advisors held 439,520 shares of iShares US Treasury Bond ETF worth $10M as of Q2 2026.
Westfuller Advisors bought 62,106 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.41M.
iShares US Treasury Bond ETF made up 3.64% of Westfuller Advisors's portfolio in Q2 2026, its #2 holding.
Westfuller Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.