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CFS Investment Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

CFS Investment Advisory Services’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 		$18.6M Buy
819,652
+19,886
+2% +$453K 1.24% 17
2026
Q1 		$18.4M Buy
799,766
+732,464
+1,088% +$16.9M 1.27% 17
2025
Q4 		$1.55M Sell
67,302
-6,120
-8% -$142K 0.11% 139
2025
Q3 		$1.71M Sell
73,422
-4,206
-5% -$96.4K 0.13% 137
2025
Q2 		$1.78M Sell
77,628
-7,913
-9% -$180K 0.15% 122
2025
Q1 		$1.97M Sell
85,541
-56,175
-40% -$1.27M 0.17% 111
2024
Q4 		$3.26M Buy
141,716
+2,672
+2% +$61K 0.29% 71
2024
Q3 		$3.26M Sell
139,044
-9,767
-7% -$226K 0.27% 70
2024
Q2 		$3.36M Sell
148,811
-52,029
-26% -$1.17M 0.27% 67
2024
Q1 		$4.57M Sell
200,840
-18,450
-8% -$419K 0.77% 26
2023
Q4 		$5.05M Sell
219,290
-29,517
-12% -$657K 0.91% 20
2023
Q3 		$5.48M Sell
248,807
-385,308
-61% -$8.67M 0.87% 25
2023
Q2 		$14.5M Sell
634,115
-12,822
-2% -$297K 1.86% 13
2023
Q1 		$15.1M Buy
646,937
+211,166
+48% +$4.88M 2.75% 8
2022
Q4 		$9.9M Sell
435,771
-23,145,173
-98% -$526M 2.25% 9
2022
Q3 		$23.6M Buy
23,580,944
+22,950,687
+3,641% +$544M 5.42% 4
2022
Q2 		$15.1M Sell
630,257
-18,507,324
-97% -$445M 2.3% 7
2022
Q1 		$768K Buy
19,137,581
+18,366,939
+2,383% +$470M 3.34% 6
2021
Q4 		$20M Buy
770,642
+183,282
+31% +$4.85M 2.69% 6
2021
Q3 		$15.6M Buy
+587,360
New +$15.7M 2.14% 8
2020
Q4 		$18.5M Buy
+678,967
New +$18.7M 2.95% 5

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CFS Investment Advisory Services's GOVT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 2.5% in Q2 2026, buying an estimated $453K and bringing the position to 819,652 shares worth $18.6M. The position accounts for 1.24% of the portfolio, ranked #17.

CFS Investment Advisory Services first reported a position in GOVT in Q4 2020 and has held it in 21 quarters since. The position peaked at $23.6M in Q3 2022. 254 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • CFS Investment Advisory Services held 819,652 shares of iShares US Treasury Bond ETF worth $18.6M as of Q2 2026.
  • CFS Investment Advisory Services bought 19,886 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $453K.
  • iShares US Treasury Bond ETF made up 1.24% of CFS Investment Advisory Services's portfolio in Q2 2026, its #17 holding.
  • CFS Investment Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's iShares US Treasury Bond ETF position peaked at $23.6M in Q3 2022.
  • 254 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.