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

Cosner 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 Q1	$1.66M	Hold	72,312	–	–	0.91%	16
2025 Q4	$1.66M	Sell	72,312 -2,530	-3%	-$58.6K	0.85%	17
2025 Q3	$1.73M	Hold	74,842	–	–	0.93%	17
2025 Q2	$1.72M	Hold	74,842	–	–	0.96%	19
2025 Q1	$1.72M	Buy	74,842 +18,550	+33%	+$420K	1.05%	16
2024 Q4	$1.29M	Hold	56,292	–	–	0.82%	19
2024 Q3	$1.32M	Hold	56,292	–	–	0.85%	19
2024 Q2	$1.27M	Sell	56,292 -6,297	-10%	-$141K	0.9%	17
2024 Q1	$1.43M	Buy	62,589 +15,063	+32%	+$342K	1.02%	15
2023 Q4	$1.09M	Sell	47,526 -41,888	-47%	-$932K	0.93%	17
2023 Q3	$1.97M	Hold	89,414	–	–	1.74%	15
2023 Q2	$2.05M	Buy	+89,414	New	+$2.07M	1.69%	16

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Cosner Financial Group's GOVT Position: Q1 2026 in Review

Cosner Financial Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 72,312 shares worth $1.66M. The position accounts for 0.91% of the portfolio, ranked #16.

Cosner Financial Group first reported a position in GOVT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2023. 928 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Cosner Financial Group held 72,312 shares of iShares US Treasury Bond ETF worth $1.66M as of Q1 2026.
Cosner Financial Group left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
iShares US Treasury Bond ETF made up 0.91% of Cosner Financial Group's portfolio in Q1 2026, its #16 holding.
Cosner Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares US Treasury Bond ETF position peaked at $2.05M in Q2 2023.
928 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.