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Advus Financial Partners, LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advus Financial Partners, LLC’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 		$2.9M Buy
127,446
+67,944
+114% +$1.55M 0.66% 36
2026
Q1 		$1.36M Buy
59,502
+1,675
+3% +$38.6K 0.34% 59
2025
Q4 		$1.33M Sell
57,827
-317
-0.5% -$7.34K 0.32% 60
2025
Q3 		$1.34M Buy
58,144
+2,713
+5% +$62.2K 0.32% 56
2025
Q2 		$1.27M Buy
55,431
+460
+0.8% +$10.5K 0.33% 54
2025
Q1 		$1.26M Sell
54,971
-1,680
-3% -$38.1K 0.35% 50
2024
Q4 		$1.3M Sell
56,651
-18,001
-24% -$411K 0.37% 47
2024
Q3 		$1.75M Sell
74,652
-5,536
-7% -$128K 0.5% 35
2024
Q2 		$1.81M Sell
80,188
-3,552
-4% -$79.6K 0.55% 33
2024
Q1 		$1.91M Sell
83,740
-11,280
-12% -$256K 0.59% 31
2023
Q4 		$2.19M Sell
95,020
-21,311
-18% -$474K 0.75% 28
2023
Q3 		$2.56M Sell
116,331
-526
-0.5% -$11.8K 1.01% 24
2023
Q2 		$2.68M Buy
116,857
+15,590
+15% +$362K 1.03% 23
2023
Q1 		$2.37M Sell
101,267
-214,422
-68% -$4.95M 0.98% 26
2022
Q4 		$7.17M Sell
315,689
-2,950
-0.9% -$67K 3.13% 6
2022
Q3 		$7.25M Buy
318,639
+30,509
+11% +$723K 3.86% 5
2022
Q2 		$6.89M Buy
288,130
+139,352
+94% +$3.35M 3.63% 5
2022
Q1 		$3.71M Buy
+148,778
New +$3.81M 1.89% 13

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

Advus Financial Partners, LLC's GOVT Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 114% in Q2 2026, buying an estimated $1.55M and bringing the position to 127,446 shares worth $2.9M. The position accounts for 0.66% of the portfolio, ranked #36.

Advus Financial Partners, LLC first reported a position in GOVT in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.25M in Q3 2022. 956 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Advus Financial Partners, LLC held 127,446 shares of iShares US Treasury Bond ETF worth $2.9M as of Q2 2026.
  • Advus Financial Partners, LLC bought 67,944 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.55M.
  • iShares US Treasury Bond ETF made up 0.66% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #36 holding.
  • Advus Financial Partners, LLC first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Advus Financial Partners, LLC's iShares US Treasury Bond ETF position peaked at $7.25M in Q3 2022.
  • 956 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.