Cypress Wealth Services
GOVT icon

Cypress Wealth Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cypress Wealth 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
Q3 		$5.85M Buy
268,278
+24,550
+10% +$550K 0.69% 34
2026
Q2 		$5.55M Buy
243,728
+16,700
+7% +$380K 0.68% 36
2026
Q1 		$5.2M Buy
227,028
+200,823
+766% +$4.63M 0.73% 39
2025
Q4 		$603K Buy
26,205
+3,922
+18% +$90.8K 0.08% 189
2025
Q3 		$515K Buy
22,283
+565
+3% +$13K 0.08% 177
2025
Q2 		$499K Sell
21,718
-384
-2% -$8.74K 0.09% 172
2025
Q1 		$508K Buy
22,102
+1,487
+7% +$33.7K 0.1% 155
2024
Q4 		$474K Buy
20,615
+456
+2% +$10.4K 0.1% 161
2024
Q3 		$473K Sell
20,159
-183
-0.9% -$4.24K 0.1% 157
2024
Q2 		$459K Sell
20,342
-4,764
-19% -$107K 0.1% 152
2024
Q1 		$572K Sell
25,106
-8,109
-24% -$184K 0.13% 126
2023
Q4 		$765K Sell
33,215
-27,636
-45% -$615K 0.19% 98
2023
Q3 		$1.34M Sell
60,851
-135,736
-69% -$3.06M 0.37% 58
2023
Q2 		$4.5M Sell
196,587
-303
-0.2% -$7.03K 1.18% 21
2023
Q1 		$4.6M Buy
196,890
+29,050
+17% +$671K 1.35% 18
2022
Q4 		$3.81M Sell
167,840
-136,814
-45% -$3.11M 1.23% 18
2022
Q3 		$6.89M Buy
304,654
+63,134
+26% +$1.5M 2.34% 5
2022
Q2 		$5.77M Sell
241,520
-15,897
-6% -$383K 1.84% 10
2022
Q1 		$6.41M Buy
257,417
+12,733
+5% +$326K 1.75% 13
2021
Q4 		$6.53M Sell
244,684
-7,231
-3% -$191K 1.79% 11
2021
Q3 		$6.68M Sell
251,915
-4,429
-2% -$119K 2% 9
2021
Q2 		$6.82M Sell
256,344
-161,850
-39% -$4.27M 1.86% 8
2021
Q1 		$11M Buy
418,194
+56,960
+16% +$1.52M 2.29% 4
2020
Q4 		$9.8M Buy
+361,234
New +$10M 2.2% 6
2020
Q3 		– Sell
-273,015
Closed -$7.65M – 349
2020
Q2 		$7.64M Sell
273,015
-74,476
-21% -$2.08M 1.82% 9
2020
Q1 		$9.7M Buy
347,491
+48,453
+16% +$1.3M 2.86% 3
2019
Q4 		$7.76M Buy
299,038
+99,277
+50% +$2.59M 1.96% 5
2019
Q3 		$5.26M Buy
199,761
+73,918
+59% +$1.93M 1.44% 15
2019
Q2 		$3.25M Buy
+125,843
New +$3.19M 0.94% 32

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Cypress Wealth Services's GOVT Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q3 2026, buying an estimated $550K and bringing the position to 268,278 shares worth $5.85M. The position accounts for 0.69% of the portfolio, ranked #34.

Cypress Wealth Services first reported a position in GOVT in Q2 2019 and has held it in 29 quarters since. The position peaked at $11M in Q1 2021. 563 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Cypress Wealth Services held 268,278 shares of iShares US Treasury Bond ETF worth $5.85M as of Q3 2026.
  • Cypress Wealth Services bought 24,550 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $550K.
  • iShares US Treasury Bond ETF made up 0.69% of Cypress Wealth Services's portfolio in Q3 2026, its #34 holding.
  • Cypress Wealth Services first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Cypress Wealth Services's iShares US Treasury Bond ETF position peaked at $11M in Q1 2021.
  • 563 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.