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GOVT icon

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

Clifford 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
Q1 		$978K Buy
42,691
+1,197
+3% +$27.6K 0.75% 20
2025
Q4 		$955K Buy
41,494
+4,028
+11% +$93.2K 0.74% 19
2025
Q3 		$866K Buy
37,466
+1,603
+4% +$36.8K 0.67% 20
2025
Q2 		$824K Buy
35,863
+1,130
+3% +$25.7K 0.68% 21
2025
Q1 		$798K Sell
34,733
-177
-0.5% -$4.01K 0.75% 20
2024
Q4 		$802K Buy
34,910
+2,924
+9% +$66.7K 0.61% 25
2024
Q3 		$750K Buy
31,986
+865
+3% +$20K 0.58% 28
2024
Q2 		$702K Buy
31,121
+1,332
+4% +$29.9K 0.57% 27
2024
Q1 		$678K Buy
29,789
+3,098
+12% +$70.4K 0.56% 30
2023
Q4 		$615K Sell
26,691
-17,696
-40% -$394K 0.57% 31
2023
Q3 		$978K Sell
44,387
-26,851
-38% -$604K 1.06% 19
2023
Q2 		$1.63M Sell
71,238
-503
-0.7% -$11.7K 1.75% 12
2023
Q1 		$1.68M Sell
71,741
-15,555
-18% -$359K 2.03% 10
2022
Q4 		$1.98M Buy
+87,296
New +$1.98M 2.48% 7

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Clifford Group's GOVT Position: Q1 2026 in Review

Clifford Group increased its iShares US Treasury Bond ETF (GOVT) stake by 2.9% in Q1 2026, buying an estimated $27.6K and bringing the position to 42,691 shares worth $978K. The position accounts for 0.75% of the portfolio, ranked #20.

Clifford Group first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Clifford Group held 42,691 shares of iShares US Treasury Bond ETF worth $978K as of Q1 2026.
  • Clifford Group bought 1,197 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $27.6K.
  • iShares US Treasury Bond ETF made up 0.75% of Clifford Group's portfolio in Q1 2026, its #20 holding.
  • Clifford Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's iShares US Treasury Bond ETF position peaked at $1.98M in Q4 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.