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 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	$9.84M	Buy	+361,234	New	+$9.97M	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	$9.73M	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Cypress Wealth Services's GOVT Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares US Treasury Bond ETF (GOVT) stake by 7.4% in Q2 2026, buying an estimated $380K and bringing the position to 243,728 shares worth $5.55M. The position accounts for 0.68% of the portfolio, ranked #36.

Cypress Wealth Services first reported a position in GOVT in Q2 2019 and has held it in 28 quarters since. The position peaked at $11M in Q1 2021. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cypress Wealth Services held 243,728 shares of iShares US Treasury Bond ETF worth $5.55M as of Q2 2026.
Cypress Wealth Services bought 16,700 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $380K.
iShares US Treasury Bond ETF made up 0.68% of Cypress Wealth Services's portfolio in Q2 2026, its #36 holding.
Cypress Wealth Services first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
Cypress Wealth Services's iShares US Treasury Bond ETF position peaked at $11M in Q1 2021.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.