DDFG Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

DDFG Inc’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	$24M	Sell	1,053,127 -203,117	-16%	-$4.63M	4.76%	7
2026 Q1	$28.8M	Buy	1,256,244 +57,543	+5%	+$1.33M	6.2%	5
2025 Q4	$27.6M	Buy	1,198,701 +26,871	+2%	+$622K	6.04%	5
2025 Q3	$27.1M	Buy	1,171,830 +337,228	+40%	+$7.73M	6.26%	5
2025 Q2	$19.2M	Buy	834,602 +22,759	+3%	+$518K	4.82%	6
2025 Q1	$18.7M	Buy	+811,843	New	+$18.4M	5.17%	7

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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

DDFG Inc's GOVT Position: Q2 2026 in Review

DDFG Inc reduced its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, selling an estimated $4.63M and leaving 1,053,127 shares worth $24M. The position accounts for 4.76% of the portfolio, ranked #7.

DDFG Inc first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.8M in Q1 2026. 485 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

DDFG Inc held 1,053,127 shares of iShares US Treasury Bond ETF worth $24M as of Q2 2026.
DDFG Inc sold 203,117 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.63M.
iShares US Treasury Bond ETF made up 4.76% of DDFG Inc's portfolio in Q2 2026, its #7 holding.
DDFG Inc first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
DDFG Inc's iShares US Treasury Bond ETF position peaked at $28.8M in Q1 2026.
485 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.