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

Coordinated Financial Services’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
Q1 		$2.63M Buy
114,631
+2,091
+2% +$48.2K 1.51% 13
2025
Q4 		$2.59M Sell
112,540
-3,394
-3% -$78.6K 1.49% 12
2025
Q3 		$2.68M Buy
115,934
+6,305
+6% +$145K 1.72% 9
2025
Q2 		$2.52M Sell
109,629
-23,826
-18% -$543K 1.74% 10
2025
Q1 		$3.07M Buy
133,455
+2,833
+2% +$64.2K 2.35% 4
2024
Q4 		$3M Buy
+130,622
New +$2.98M 2.34% 4
2024
Q2 		$1.47M Buy
65,213
+40,262
+161% +$903K 1.26% 18
2024
Q1 		$568K Buy
+24,951
New +$567K 0.5% 57

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Coordinated Financial Services's GOVT Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 1.9% in Q1 2026, buying an estimated $48.2K and bringing the position to 114,631 shares worth $2.63M. The position accounts for 1.51% of the portfolio, ranked #13.

Coordinated Financial Services first reported a position in GOVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Coordinated Financial Services held 114,631 shares of iShares US Treasury Bond ETF worth $2.63M as of Q1 2026.
  • Coordinated Financial Services bought 2,091 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $48.2K.
  • iShares US Treasury Bond ETF made up 1.51% of Coordinated Financial Services's portfolio in Q1 2026, its #13 holding.
  • Coordinated Financial Services first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's iShares US Treasury Bond ETF position peaked at $3.07M in Q1 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.