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Collier Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Collier Financial’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 		$1.68M Buy
73,609
+4,066
+6% +$92.6K 1.15% 15
2026
Q1 		$1.59M Buy
69,543
+3,956
+6% +$91.2K 1.22% 12
2025
Q4 		$1.51M Buy
65,587
+6,510
+11% +$151K 1.13% 13
2025
Q3 		$1.37M Buy
+59,077
New +$1.35M 1.03% 16
2025
Q1 		$7.33K Sell
319
-30,815
-99% -$698K 0.01% 111
2024
Q4 		$715K Buy
+31,134
New +$710K 0.64% 21

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

Collier Financial's GOVT Position: Q2 2026 in Review

Collier Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 5.8% in Q2 2026, buying an estimated $92.6K and bringing the position to 73,609 shares worth $1.68M. The position accounts for 1.15% of the portfolio, ranked #15.

Collier Financial first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Collier Financial held 73,609 shares of iShares US Treasury Bond ETF worth $1.68M as of Q2 2026.
  • Collier Financial bought 4,066 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $92.6K.
  • iShares US Treasury Bond ETF made up 1.15% of Collier Financial's portfolio in Q2 2026, its #15 holding.
  • Collier Financial first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.