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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
2020
Q4 		– Sell
-314,260
Closed -$8.78M – 367
2020
Q3 		$8.78M Buy
+314,260
New +$8.81M 2.25% 6

Other funds holding GOVT

Wealth Enhancement Advisory Services
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
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
FG
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. 217 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.
  • 217 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.