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Ferguson Wellman Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ferguson Wellman Capital Management’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 		$397K Buy
18,160
+1,700
+10% +$38.1K ﹤0.01% 328
2026
Q2 		$375K Buy
16,460
+600
+4% +$13.7K ﹤0.01% 342
2026
Q1 		$363K Buy
+15,860
New +$366K 0.01% 330

Other funds holding GOVT

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Ferguson Wellman Capital Management's GOVT Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares US Treasury Bond ETF (GOVT) stake by 10% in Q3 2026, buying an estimated $38.1K and bringing the position to 18,160 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Ferguson Wellman Capital Management first reported a position in GOVT in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Ferguson Wellman Capital Management held 18,160 shares of iShares US Treasury Bond ETF worth $397K as of Q3 2026.
  • Ferguson Wellman Capital Management bought 1,700 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $38.1K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #328 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.