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 Q2	$2.15M	Sell	94,459 -12,316	-12%	-$280K	0.34%	43
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 $1.55T 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

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

Altiora Financial Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, selling an estimated $280K and leaving 94,459 shares worth $2.15M. The position accounts for 0.34% of the portfolio, ranked #43.

Altiora Financial Group first reported a position in GOVT in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.77M in Q4 2022. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Altiora Financial Group held 94,459 shares of iShares US Treasury Bond ETF worth $2.15M as of Q2 2026.
Altiora Financial Group sold 12,316 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $280K.
iShares US Treasury Bond ETF made up 0.34% of Altiora Financial Group's portfolio in Q2 2026, its #43 holding.
Altiora Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Altiora Financial Group's iShares US Treasury Bond ETF position peaked at $3.77M in Q4 2022.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.