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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
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

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

Cooper Financial Group's GOVT Position: Q2 2026 in Review

Cooper Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 9% in Q2 2026, buying an estimated $36.8K and bringing the position to 19,616 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #278.

Cooper Financial Group first reported a position in GOVT in Q4 2018 and has held it in 28 quarters since. The position peaked at $30.2M in Q2 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cooper Financial Group held 19,616 shares of iShares US Treasury Bond ETF worth $447K as of Q2 2026.
  • Cooper Financial Group bought 1,618 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $36.8K.
  • iShares US Treasury Bond ETF made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #278 holding.
  • Cooper Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Cooper Financial Group's iShares US Treasury Bond ETF position peaked at $30.2M in Q2 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.