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

AtlasMark Financial’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	$2.87M	Sell	125,947 -6,700	-5%	-$153K	1.41%	17
2026 Q1	$3.05M	Hold	132,647	–	–	1.97%	16
2025 Q4	$3.05M	Sell	132,647 -9,654	-7%	-$223K	1.97%	16
2025 Q3	$3.29M	Hold	142,301	–	–	2.2%	16
2025 Q2	$3.27M	Buy	142,301 +42,992	+43%	+$979K	2.49%	16
2025 Q1	$2.28M	Buy	99,309 +7,462	+8%	+$169K	2.12%	15
2024 Q4	$2.11M	Buy	91,847 +7,535	+9%	+$172K	1.94%	16
2024 Q3	$1.98M	Buy	+84,312	New	+$1.95M	1.84%	17

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

AtlasMark Financial's GOVT Position: Q2 2026 in Review

AtlasMark Financial reduced its iShares US Treasury Bond ETF (GOVT) stake by 5.1% in Q2 2026, selling an estimated $153K and leaving 125,947 shares worth $2.87M. The position accounts for 1.41% of the portfolio, ranked #17.

AtlasMark Financial first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.29M in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

AtlasMark Financial held 125,947 shares of iShares US Treasury Bond ETF worth $2.87M as of Q2 2026.
AtlasMark Financial sold 6,700 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $153K.
iShares US Treasury Bond ETF made up 1.41% of AtlasMark Financial's portfolio in Q2 2026, its #17 holding.
AtlasMark Financial first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
AtlasMark Financial's iShares US Treasury Bond ETF position peaked at $3.29M in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.