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

Wetzel Investment 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	$10.6M	Buy	466,531 +232,283	+99%	+$5.29M	3.68%	8
2026 Q1	$5.37M	Buy	234,248 +14,390	+7%	+$332K	2.13%	9
2025 Q4	$5.06M	Buy	219,858 +9,001	+4%	+$208K	2.05%	10
2025 Q3	$4.88M	Buy	210,857 +17,837	+9%	+$409K	2.08%	11
2025 Q2	$4.44M	Buy	+193,020	New	+$4.4M	2.03%	10
2024 Q3	–	Sell	-1,421	Closed	-$32.4K	–	424
2024 Q2	$32.4K	Hold	1,421	–	–	0.02%	288
2024 Q1	$31.5K	Hold	1,421	–	–	0.02%	307
2023 Q4	$33K	Buy	+1,421	New	+$31.6K	0.02%	304

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wetzel Investment Advisors's GOVT Position: Q2 2026 in Review

Wetzel Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 99% in Q2 2026, buying an estimated $5.29M and bringing the position to 466,531 shares worth $10.6M. The position accounts for 3.68% of the portfolio, ranked #8.

Wetzel Investment Advisors first reported a position in GOVT in Q4 2023 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Wetzel Investment Advisors held 466,531 shares of iShares US Treasury Bond ETF worth $10.6M as of Q2 2026.
Wetzel Investment Advisors bought 232,283 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.29M.
iShares US Treasury Bond ETF made up 3.68% of Wetzel Investment Advisors's portfolio in Q2 2026, its #8 holding.
Wetzel Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.