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BFSG LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

BFSG LLC’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 		$283K Buy
12,406
+1,095
+10% +$24.9K 0.03% 248
2026
Q1 		$259K Buy
11,311
+7,465
+194% +$172K 0.02% 239
2025
Q4 		$88.6K Buy
3,846
+1,615
+72% +$37.4K 0.01% 354
2025
Q3 		$51.6K Buy
2,231
+1,350
+153% +$31K 0.01% 404
2025
Q2 		$20.2K Buy
881
+852
+2,938% +$19.4K ﹤0.01% 457
2025
Q1 		$667 Hold
29
– – ﹤0.01% 645
2024
Q4 		$667 Hold
29
– – ﹤0.01% 641
2024
Q3 		$681 Hold
29
– – ﹤0.01% 616
2024
Q2 		$655 Hold
29
– – ﹤0.01% 597
2024
Q1 		$661 Buy
29
+5
+21% +$114 ﹤0.01% 626
2023
Q4 		$553 Buy
+24
New +$534 ﹤0.01% 582

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BFSG LLC's GOVT Position: Q2 2026 in Review

BFSG LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 9.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 12,406 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #248.

BFSG LLC first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • BFSG LLC held 12,406 shares of iShares US Treasury Bond ETF worth $283K as of Q2 2026.
  • BFSG LLC bought 1,095 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $24.9K.
  • iShares US Treasury Bond ETF made up 0.03% of BFSG LLC's portfolio in Q2 2026, its #248 holding.
  • BFSG LLC first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.