WEALTH ALLIANCE, LLC GOVT — ISHARES U.S. TREASURY BOND ETF

Ownership history in WEALTH ALLIANCE, LLC  ·  26 quarters on record

AI Ownership Summary

WEALTH ALLIANCE, LLC reported ISHARES U.S. TREASURY BOND ETF (GOVT) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2026 Q1. The latest visible filing shows GOVT at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ALLIANCE, LLC's position in ISHARES U.S. TREASURY BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page WEALTH ALLIANCE, LLC fund profile WEALTH ALLIANCE, LLC full holdings
How WEALTH ALLIANCE, LLC held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 385,999 +354,236 +1115.2% 0.87% $8.8M 2026-05-14 $22.70
2025 Q4 ADDED — — — 31,763 +14,634 +85.4% 0.07% $731K 2026-02-13 $23.04
2025 Q3 REDUCED — — — 17,129 -627 -3.5% 0.04% $396K 2025-11-07 $22.74
2025 Q2 ADDED — — — 17,756 +3,918 +28.3% 0.05% $408K 2025-08-08 $22.30
2025 Q1 ADDED — — — 13,838 +663 +5.0% 0.04% $318K 2025-05-05 $21.98
2024 Q4 ADDED — — — 13,175 +1,919 +17.0% 0.04% $303K 2025-02-03 $21.57
2024 Q3 REDUCED — — — 11,256 -307 -2.7% 0.03% $264K 2024-11-04 $21.61
2024 Q2 ADDED — — — 11,563 +404 +3.6% 0.03% $261K 2024-08-09 $21.77
2024 Q1 ADDED — — — 11,159 +186 +1.7% 0.03% $254K 2024-05-10 $20.86
2023 Q4 REDUCED 25.1% -1.6% ✅ 10,973 -3,684 -25.1% 0.04% $253K 2024-01-30 $21.15
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOVT

As of 2026 Q1 — sorted by position size

Virginia Estate & Retirement Planning Advisors Inc. 60.26% Jordan Park Group LLC 3Y 7Y 15.27% Morningstar Investment Management LLC 3Y 7Y 14.87% Fund Evaluation Group, LLC 3Y 7Y 12.67% Dodds Wealth, LLC 11.2% SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% SOL Capital Management CO 3Y 7Y 8.7% SYM FINANCIAL Corp 3Y 7Y 8.52% Pacific Wealth Management 3Y 7.77% Topel & Distasi Wealth Management, LLC 3Y 7.71%

FAQ About WEALTH ALLIANCE, LLC and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ALLIANCE, LLC reported owning GOVT?

WEALTH ALLIANCE, LLC reported GOVT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GOVT position in WEALTH ALLIANCE, LLC's portfolio?

The largest reported portfolio weight for GOVT was 0.87% in 2026 Q1.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ALLIANCE, LLC reported 385,999 shares, equal to 0.87% of portfolio, with an estimated market value of $8.8M.

What does the chart on this GOVT ownership page compare?

The chart compares WEALTH ALLIANCE, LLC's quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ALLIANCE, LLC time their GOVT position?

Based on 13F filing dates vs. subsequent GOVT price moves, WEALTH ALLIANCE, LLC correctly timed 10 out of 25 reported position changes (40%). The annualised alpha on GOVT relative to SPY over the holding period was -13.2%.

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