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Cardinal Strategic Wealth Guidance’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$9.53M Buy
+418,426
New +$9.53M 2.16% 11
2024
Q3 		– Sell
-1,423
Closed -$32.1K – 67
2024
Q2 		$32.1K Buy
+1,423
New +$31.9K 0.01% 67

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

Cardinal Strategic Wealth Guidance's GOVT Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 418,426 shares worth $9.53M. The stake represents 2.16% of the portfolio and ranks #11 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in GOVT as recently as Q2 2024.

Cardinal Strategic Wealth Guidance first reported a position in GOVT in Q2 2024 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 418,426 shares of iShares US Treasury Bond ETF worth $9.53M as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Cardinal Strategic Wealth Guidance position in Q2 2026.
  • iShares US Treasury Bond ETF made up 2.16% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #11 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.