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 Q3	$23.6M	Buy	1,078,386 +25,259	+2%	+$566K	4.64%	7
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

DDFG Inc's GOVT Position: Q3 2026 in Review

DDFG Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q3 2026, buying an estimated $566K and bringing the position to 1,078,386 shares worth $23.6M. The position accounts for 4.64% of the portfolio, ranked #7.

DDFG Inc first reported a position in GOVT in Q1 2025 and has held it in 7 quarters since. The position peaked at $28.8M in Q1 2026. 444 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

DDFG Inc held 1,078,386 shares of iShares US Treasury Bond ETF worth $23.6M as of Q3 2026.
DDFG Inc bought 25,259 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $566K.
iShares US Treasury Bond ETF made up 4.64% of DDFG Inc's portfolio in Q3 2026, its #7 holding.
DDFG Inc first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
DDFG Inc's iShares US Treasury Bond ETF position peaked at $28.8M in Q1 2026.
444 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.