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FFG Retirement Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

FFG Retirement 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
Q2 		$9.66M Buy
423,991
+265,352
+167% +$6.04M 5.11% 2
2026
Q1 		$3.63M Buy
158,639
+16,507
+12% +$381K 2.12% 21
2025
Q4 		$3.27M Buy
142,132
+97
+0.1% +$2.25K 2.03% 21
2025
Q3 		$3.28M Sell
142,035
-11,037
-7% -$253K 2.04% 21
2025
Q2 		$3.52M Buy
153,072
+8,456
+6% +$193K 2.2% 19
2025
Q1 		$3.32M Sell
144,616
-5,428
-4% -$123K 2.26% 17
2024
Q4 		$3.45M Buy
150,044
+4,847
+3% +$111K 2.25% 20
2024
Q3 		$3.4M Buy
145,197
+13,169
+10% +$305K 2.22% 18
2024
Q2 		$2.98M Buy
132,028
+32,710
+33% +$733K 2.08% 14
2024
Q1 		$2.26M Buy
99,318
+10,633
+12% +$242K 1.59% 23
2023
Q4 		$2.04M Sell
88,685
-118,351
-57% -$2.63M 1.58% 21
2023
Q3 		$4.56M Sell
207,036
-135,119
-39% -$3.04M 3.78% 7
2023
Q2 		$7.84M Buy
342,155
+21,424
+7% +$497K 6.27% 5
2023
Q1 		$7.5M Sell
320,731
-28,299
-8% -$654K 6.42% 5
2022
Q4 		$7.93M Buy
+349,030
New +$7.93M 7.23% 3

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

FFG Retirement Advisors's GOVT Position: Q2 2026 in Review

FFG Retirement Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 167% in Q2 2026, buying an estimated $6.04M and bringing the position to 423,991 shares worth $9.66M. The position accounts for 5.11% of the portfolio, ranked #2.

FFG Retirement Advisors first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • FFG Retirement Advisors held 423,991 shares of iShares US Treasury Bond ETF worth $9.66M as of Q2 2026.
  • FFG Retirement Advisors bought 265,352 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.04M.
  • iShares US Treasury Bond ETF made up 5.11% of FFG Retirement Advisors's portfolio in Q2 2026, its #2 holding.
  • FFG Retirement Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.