COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$10.3K	Buy	+451	New	+$10.3K	﹤0.01%	1045

Other funds holding GOVT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GOVT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 451 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

798 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 451 shares of iShares US Treasury Bond ETF worth $10.3K as of Q2 2026.
iShares US Treasury Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1045 holding.
798 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.