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

Altiora 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 Q1	$2.45M	Buy	106,775 +300	+0.3%	+$6.92K	0.4%	41
2025 Q4	$2.45M	Buy	+106,475	New	+$2.46M	0.42%	38
2024 Q1	–	Sell	-33,270	Closed	-$767K	–	83
2023 Q4	$767K	Sell	33,270 -21,214	-39%	-$472K	0.22%	41
2023 Q3	$1.2M	Sell	54,484 -69,702	-56%	-$1.57M	0.56%	24
2023 Q2	$2.84M	Sell	124,186 -11,455	-8%	-$266K	1.25%	15
2023 Q1	$3.17M	Sell	135,641 -30,392	-18%	-$702K	1.46%	13
2022 Q4	$3.77M	Buy	+166,033	New	+$3.77M	1.88%	10

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Altiora Financial Group's GOVT Position: Q1 2026 in Review

Altiora Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 0.28% in Q1 2026, buying an estimated $6.92K and bringing the position to 106,775 shares worth $2.45M. The position accounts for 0.4% of the portfolio, ranked #41.

Altiora Financial Group first reported a position in GOVT in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.77M in Q4 2022. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Altiora Financial Group held 106,775 shares of iShares US Treasury Bond ETF worth $2.45M as of Q1 2026.
Altiora Financial Group bought 300 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $6.92K.
iShares US Treasury Bond ETF made up 0.4% of Altiora Financial Group's portfolio in Q1 2026, its #41 holding.
Altiora Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
Altiora Financial Group's iShares US Treasury Bond ETF position peaked at $3.77M in Q4 2022.
927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.