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

Berger 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 		$326K Buy
14,298
+4,150
+41% +$94.5K 0.02% 368
2026
Q1 		$232K Buy
10,148
+966
+11% +$22.3K 0.01% 425
2025
Q4 		$211K Hold
9,182
– – 0.01% 441
2025
Q3 		$212K Buy
9,182
+355
+4% +$8.14K 0.01% 421
2025
Q2 		$203K Sell
8,827
-281
-3% -$6.4K 0.01% 407
2025
Q1 		$209K Buy
+9,108
New +$206K 0.01% 403

Other funds holding GOVT

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Berger Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 41% in Q2 2026, buying an estimated $94.5K and bringing the position to 14,298 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #368.

Berger Financial Group first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. 680 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Berger Financial Group held 14,298 shares of iShares US Treasury Bond ETF worth $326K as of Q2 2026.
  • Berger Financial Group bought 4,150 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $94.5K.
  • iShares US Treasury Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #368 holding.
  • Berger Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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