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

Cassilly 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
Q3 		$3.37M Buy
154,290
+18,247
+13% +$409K 2.27% 10
2026
Q2 		$3.1M Buy
136,043
+89,489
+192% +$2.04M 2.25% 12
2026
Q1 		$1.07M Buy
46,554
+5,608
+14% +$129K 0.93% 29
2025
Q4 		$943K Buy
+40,946
New +$948K 0.83% 30

Other funds holding GOVT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cassilly Financial Group's GOVT Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q3 2026, buying an estimated $409K and bringing the position to 154,290 shares worth $3.37M. The position accounts for 2.27% of the portfolio, ranked #10.

Cassilly Financial Group first reported a position in GOVT in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Cassilly Financial Group held 154,290 shares of iShares US Treasury Bond ETF worth $3.37M as of Q3 2026.
  • Cassilly Financial Group bought 18,247 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $409K.
  • iShares US Treasury Bond ETF made up 2.27% of Cassilly Financial Group's portfolio in Q3 2026, its #10 holding.
  • Cassilly Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.