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

World 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 		$7.66M Sell
335,094
-897
-0.3% -$20.4K 0.13% 190
2026
Q1 		$7.7M Buy
335,991
+196,499
+141% +$4.53M 0.12% 189
2025
Q4 		$3.21M Buy
139,492
+123,416
+768% +$2.86M 0.05% 357
2025
Q3 		$372K Sell
16,076
-621
-4% -$14.2K 0.01% 905
2025
Q2 		$384K Sell
16,697
-9,859
-37% -$225K 0.01% 823
2025
Q1 		$610K Buy
26,556
+535
+2% +$12.1K 0.02% 635
2024
Q4 		$598K Sell
26,021
-1,396
-5% -$31.9K 0.02% 617
2024
Q3 		$643K Buy
27,417
+9,430
+52% +$218K 0.02% 523
2024
Q2 		$406K Buy
+17,987
New +$403K 0.03% 438
2023
Q4 		– Sell
-16,927
Closed -$373K – 386
2023
Q3 		$373K Sell
16,927
-84,103
-83% -$1.89M 0.07% 172
2023
Q2 		$2.31M Buy
101,030
+6,480
+7% +$150K 0.45% 42
2023
Q1 		$2.21M Buy
94,550
+19,014
+25% +$439K 0.46% 43
2022
Q4 		$1.72M Sell
75,536
-41,915
-36% -$953K 0.39% 50
2022
Q3 		$2.67M Buy
117,451
+1,426
+1% +$33.8K 0.63% 30
2022
Q2 		$2.81M Buy
116,025
+16,724
+17% +$402K 0.59% 32
2022
Q1 		$2.47M Buy
99,301
+16,981
+21% +$435K 0.51% 39
2021
Q4 		$2.09M Sell
82,320
-15,407
-16% -$408K 0.44% 47
2021
Q3 		$2.59M Sell
97,727
-2,936
-3% -$78.6K 0.59% 30
2021
Q2 		$2.68M Buy
100,663
+3,029
+3% +$79.9K 0.61% 28
2021
Q1 		$2.56M Buy
97,634
+19,307
+25% +$516K 0.62% 30
2020
Q4 		$2.1M Buy
78,327
+49,911
+176% +$1.38M 0.53% 39
2020
Q3 		$794K Buy
28,416
+1,096
+4% +$30.7K 0.27% 61
2020
Q2 		$765K Buy
27,320
+8,745
+47% +$245K 0.27% 60
2020
Q1 		$521K Sell
18,575
-3,529
-16% -$94.7K 0.24% 64
2019
Q4 		$573K Buy
22,104
+9,093
+70% +$237K 0.22% 67
2019
Q3 		$343K Buy
13,011
+2,080
+19% +$54.3K 0.15% 88
2019
Q2 		$284K Buy
+10,931
New +$277K 0.13% 98

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 22.9% 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

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

World Investment Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.27% in Q2 2026, selling an estimated $20.4K and leaving 335,094 shares worth $7.66M. The position accounts for 0.13% of the portfolio, ranked #190.

World Investment Advisors first reported a position in GOVT in Q2 2019 and has held it in 27 quarters since. The position peaked at $7.7M in Q1 2026. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • World Investment Advisors held 335,094 shares of iShares US Treasury Bond ETF worth $7.66M as of Q2 2026.
  • World Investment Advisors sold 897 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $20.4K.
  • iShares US Treasury Bond ETF made up 0.13% of World Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • World Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • World Investment Advisors's iShares US Treasury Bond ETF position peaked at $7.7M in Q1 2026.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.