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

Cooper 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 Q3	$434K	Buy	19,828 +212	+1%	+$4.75K	0.03%	277
2026 Q2	$447K	Buy	19,616 +1,618	+9%	+$36.8K	0.04%	278
2026 Q1	$412K	Buy	+17,998	New	+$415K	0.04%	274
2025 Q2	–	Sell	-17,539	Closed	-$403K	–	387
2025 Q1	$403K	Buy	17,539 +1,654	+10%	+$37.5K	0.05%	265
2024 Q4	$365K	Buy	15,885 +4,942	+45%	+$113K	0.04%	276
2024 Q3	$257K	Sell	10,943 -624	-5%	-$14.4K	0.03%	331
2024 Q2	$261K	Buy	11,567 +384	+3%	+$8.61K	0.04%	324
2024 Q1	$255K	Sell	11,183 -1,538	-12%	-$35K	0.04%	310
2023 Q4	$293K	Sell	12,721 -15,767	-55%	-$351K	0.05%	272
2023 Q3	$628K	Sell	28,488 -55,671	-66%	-$1.25M	0.15%	155
2023 Q2	$1.93M	Buy	84,159 +1,100	+1%	+$25.5K	0.48%	45
2023 Q1	$1.94M	Buy	83,059 +14,384	+21%	+$332K	0.52%	37
2022 Q4	$1.56M	Sell	68,675 -76,226	-53%	-$1.73M	0.48%	47
2022 Q3	$3.3M	Buy	144,901 +34,563	+31%	+$819K	1.19%	17
2022 Q2	$2.64M	Sell	110,338 -2,407	-2%	-$57.9K	0.96%	20
2022 Q1	$2.81M	Buy	112,745 +29,483	+35%	+$755K	1.07%	20
2021 Q4	$2.22M	Sell	83,262 -580,477	-87%	-$15.4M	0.84%	23
2021 Q3	$17.6M	Sell	663,739 -469,807	-41%	-$12.6M	3.65%	6
2021 Q2	$30.2M	Buy	1,133,546 +30,095	+3%	+$794K	6.13%	3
2021 Q1	$28.9M	Buy	1,103,451 +368,404	+50%	+$9.84M	6.53%	3
2020 Q4	$20M	Sell	735,047 -36,349	-5%	-$1M	4.08%	4
2020 Q3	$21.6M	Buy	771,396 +39,569	+5%	+$1.11M	6.22%	2
2020 Q2	$20.5M	Sell	731,827 -330,563	-31%	-$9.25M	6.63%	2
2020 Q1	$29.8M	Buy	1,062,390 +21,368	+2%	+$573K	12.4%	1
2019 Q4	$27M	Buy	1,041,022 +109,471	+12%	+$2.86M	10.81%	2
2019 Q3	$24.5M	Buy	931,551 +246,533	+36%	+$6.44M	11.06%	2
2019 Q2	$17.7M	Buy	685,018 +312,911	+84%	+$7.92M	8.57%	2
2019 Q1	$9.39M	Buy	372,107 +313,784	+538%	+$7.8M	5.17%	5
2018 Q4	$1.44M	Buy	+58,323	New	+$1.42M	0.97%	23

Other funds holding GOVT

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Cooper Financial Group's GOVT Position: Q3 2026 in Review

Cooper Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q3 2026, buying an estimated $4.75K and bringing the position to 19,828 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #277.

Cooper Financial Group first reported a position in GOVT in Q4 2018 and has held it in 29 quarters since. The position peaked at $30.2M in Q2 2021. 35 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Cooper Financial Group held 19,828 shares of iShares US Treasury Bond ETF worth $434K as of Q3 2026.
Cooper Financial Group bought 212 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $4.75K.
iShares US Treasury Bond ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #277 holding.
Cooper Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
Cooper Financial Group's iShares US Treasury Bond ETF position peaked at $30.2M in Q2 2021.
35 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.