AFG
GOVT icon

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

Atomi 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 		$369K Buy
16,193
+631
+4% +$14.4K 0.01% 923
2026
Q1 		$357K Buy
15,562
+4,057
+35% +$93.5K 0.01% 862
2025
Q4 		$265K Sell
11,505
-36
-0.3% -$833 0.01% 1004
2025
Q3 		$267K Sell
11,541
-1,177
-9% -$27K 0.01% 957
2025
Q2 		$292K Buy
+12,718
New +$290K 0.01% 834
2024
Q2 		– Sell
-9,571
Closed -$218K – 818
2024
Q1 		$218K Buy
+9,571
New +$218K 0.02% 646

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Atomi Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 4.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 16,193 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #923.

Atomi Financial Group first reported a position in GOVT in Q1 2024 and has held it in 6 quarters since. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Atomi Financial Group held 16,193 shares of iShares US Treasury Bond ETF worth $369K as of Q2 2026.
  • Atomi Financial Group bought 631 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares US Treasury Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #923 holding.
  • Atomi Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.