CG
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
Q2 		$947K Sell
41,592
-1,099
-3% -$25K 0.66% 23
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Clifford Group's GOVT Position: Q2 2026 in Review

Clifford Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 41,592 shares worth $947K. The position accounts for 0.66% of the portfolio, ranked #23.

Clifford Group first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q4 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Clifford Group held 41,592 shares of iShares US Treasury Bond ETF worth $947K as of Q2 2026.
  • Clifford Group sold 1,099 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $25K.
  • iShares US Treasury Bond ETF made up 0.66% of Clifford Group's portfolio in Q2 2026, its #23 holding.
  • Clifford Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's iShares US Treasury Bond ETF position peaked at $1.98M in Q4 2022.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.