Columbia River Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Columbia River Financial 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	$217K	Hold	9,557	–	–	0.12%	58
2026 Q1	$218K	Hold	9,557	–	–	0.13%	57
2025 Q4	$220K	Buy	9,557 +384	+4%	+$8.89K	0.14%	53
2025 Q3	$212K	Hold	9,173	–	–	0.13%	53
2025 Q2	$210K	Buy	9,173 +42	+0.5%	+$956	0.14%	52
2025 Q1	$209K	Buy	+9,131	New	+$207K	0.14%	53

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Columbia River Financial Group's GOVT Position: Q2 2026 in Review

Columbia River Financial Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 9,557 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #58.

Columbia River Financial Group first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q4 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Columbia River Financial Group held 9,557 shares of iShares US Treasury Bond ETF worth $217K as of Q2 2026.
Columbia River Financial Group left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.12% of Columbia River Financial Group's portfolio in Q2 2026, its #58 holding.
Columbia River Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Columbia River Financial Group's iShares US Treasury Bond ETF position peaked at $220K in Q4 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.