DSG Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

DSG Capital Advisors’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 Q1	$5.03M	Buy	219,377 +6,481	+3%	+$149K	0.8%	32
2025 Q4	$4.91M	Sell	212,896 -37,342	-15%	-$864K	0.75%	34
2025 Q3	$5.79M	Buy	250,238 +30,594	+14%	+$702K	0.92%	33
2025 Q2	$5.05M	Sell	219,644 -178	-0.1%	-$4.05K	0.9%	32
2025 Q1	$5.05M	Sell	219,822 -17,374	-7%	-$394K	1.02%	27
2024 Q4	$5.45M	Buy	+237,196	New	+$5.41M	0.99%	30

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DSG Capital Advisors's GOVT Position: Q1 2026 in Review

DSG Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 3% in Q1 2026, buying an estimated $149K and bringing the position to 219,377 shares worth $5.03M. The position accounts for 0.8% of the portfolio, ranked #32.

DSG Capital Advisors first reported a position in GOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.79M in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

DSG Capital Advisors held 219,377 shares of iShares US Treasury Bond ETF worth $5.03M as of Q1 2026.
DSG Capital Advisors bought 6,481 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $149K.
iShares US Treasury Bond ETF made up 0.8% of DSG Capital Advisors's portfolio in Q1 2026, its #32 holding.
DSG Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
DSG Capital Advisors's iShares US Treasury Bond ETF position peaked at $5.79M in Q3 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.