Albion Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Albion Financial Group’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	$173K	Buy	7,590 +590	+8%	+$13.4K	0.01%	197
2026 Q1	$160K	Sell	7,000 -28	-0.4%	-$645	0.01%	186
2025 Q4	$162K	Buy	7,028 +28	+0.4%	+$648	0.01%	183
2025 Q3	$162K	Hold	7,000	–	–	0.01%	177
2025 Q2	$161K	Hold	7,000	–	–	0.01%	178
2025 Q1	$161K	Buy	7,000 +6,400	+1,067%	+$145K	0.01%	189
2024 Q4	$13.8K	Buy	600 +315	+111%	+$7.19K	﹤0.01%	369
2024 Q3	$6.68K	Sell	285 -22	-7%	-$509	﹤0.01%	358
2024 Q2	$6.93K	Sell	307 -9,425	-97%	-$211K	﹤0.01%	357
2024 Q1	$222K	Buy	9,732 +6,710	+222%	+$153K	0.02%	172
2023 Q4	$69.6K	Hold	3,022	–	–	0.01%	213
2023 Q3	$66.6K	Buy	3,022 +1,522	+101%	+$34.3K	0.01%	204
2023 Q2	$34.4K	Hold	1,500	–	–	﹤0.01%	238
2023 Q1	$35.1K	Hold	1,500	–	–	﹤0.01%	222
2022 Q4	$34.1K	Sell	1,500 -7,500	-83%	-$170K	﹤0.01%	229
2022 Q3	$205K	Sell	9,000 -1,000	-10%	-$23.7K	0.02%	161
2022 Q2	$239K	Buy	+10,000	New	+$241K	0.02%	161

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

Albion Financial Group's GOVT Position: Q2 2026 in Review

Albion Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 8.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 7,590 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #197.

Albion Financial Group first reported a position in GOVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $239K in Q2 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Albion Financial Group held 7,590 shares of iShares US Treasury Bond ETF worth $173K as of Q2 2026.
Albion Financial Group bought 590 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $13.4K.
iShares US Treasury Bond ETF made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #197 holding.
Albion Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Albion Financial Group's iShares US Treasury Bond ETF position peaked at $239K in Q2 2022.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.