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Client 1st Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Client 1st Advisory 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 		$412K Sell
18,845
-15,885
-46% -$356K 0.11% 90
2026
Q2 		$791K Sell
34,730
-90
-0.3% -$2.05K 0.21% 59
2026
Q1 		$798K Sell
34,820
-1,064
-3% -$24.5K 0.24% 53
2025
Q4 		$826K Sell
35,884
-1,813
-5% -$42K 0.26% 50
2025
Q3 		$872K Sell
37,697
-5,455
-13% -$125K 0.29% 43
2025
Q2 		$992K Sell
43,152
-9,099
-17% -$207K 0.36% 40
2025
Q1 		$1.2M Sell
52,251
-1,795
-3% -$40.7K 0.47% 33
2024
Q4 		$1.24M Sell
54,046
-20,107
-27% -$459K 0.48% 28
2024
Q3 		$1.74M Sell
74,153
-30,318
-29% -$702K 0.69% 22
2024
Q2 		$2.36M Sell
104,471
-28,817
-22% -$646K 1.02% 17
2024
Q1 		$3.03M Sell
133,288
-32,976
-20% -$750K 1.36% 15
2023
Q4 		$3.83M Sell
166,264
-81,032
-33% -$1.8M 1.86% 12
2023
Q3 		$5.45M Sell
247,296
-123,356
-33% -$2.78M 2.88% 11
2023
Q2 		$8.49M Sell
370,652
-55,019
-13% -$1.28M 4.47% 6
2023
Q1 		$10M Sell
425,671
-82,013
-16% -$1.89M 5.4% 4
2022
Q4 		$11.5M Sell
507,684
-100,175
-16% -$2.28M 6.74% 3
2022
Q3 		$13.8M Sell
607,859
-2,535
-0.4% -$60.1K 8.6% 3
2022
Q2 		$14.6M Sell
610,394
-100,789
-14% -$2.43M 8.68% 3
2022
Q1 		$17.7M Buy
711,183
+5,374
+0.8% +$138K 8.66% 3
2021
Q4 		$18.8M Sell
705,809
-76,344
-10% -$2.02M 9.19% 3
2021
Q3 		$20.8M Sell
782,153
-48,312
-6% -$1.29M 10.59% 2
2021
Q2 		$22.1M Buy
830,465
+119,277
+17% +$3.15M 11.46% 2
2021
Q1 		$18.6M Buy
711,188
+102,566
+17% +$2.74M 10.66% 2
2020
Q4 		$16.5M Buy
608,622
+30,721
+5% +$848K 10.71% 2
2020
Q3 		$15.9M Buy
577,901
+101,487
+21% +$2.85M 11.13% 2
2020
Q2 		$13.4M Sell
476,414
-59,700
-11% -$1.67M 11.11% 2
2020
Q1 		$15M Buy
536,114
+92,346
+21% +$2.48M 15.84% 1
2019
Q4 		$11.5M Buy
+443,768
New +$11.6M 11.34% 2

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Client 1st Advisory Group's GOVT Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 46% in Q3 2026, selling an estimated $356K and leaving 18,845 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #90.

Client 1st Advisory Group first reported a position in GOVT in Q4 2019 and has held it in 28 quarters since. The position peaked at $22.1M in Q2 2021. 203 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Client 1st Advisory Group held 18,845 shares of iShares US Treasury Bond ETF worth $412K as of Q3 2026.
  • Client 1st Advisory Group sold 15,885 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $356K.
  • iShares US Treasury Bond ETF made up 0.11% of Client 1st Advisory Group's portfolio in Q3 2026, its #90 holding.
  • Client 1st Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Client 1st Advisory Group's iShares US Treasury Bond ETF position peaked at $22.1M in Q2 2021.
  • 203 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.