Financial Consulate’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Consulate’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	$74.5K	Hold	3,270	–	–	0.01%	283
2026 Q1	$74.9K	Hold	3,270	–	–	0.01%	252
2025 Q4	$75.3K	Hold	3,270	–	–	0.01%	269
2025 Q3	$75.6K	Buy	+3,270	New	+$75K	0.01%	265
2017 Q2	–	Sell	-11,122	Closed	-$279K	–	87
2017 Q1	$279K	Sell	11,122 -1,027	-8%	-$25.7K	0.18%	74
2016 Q4	$303K	Buy	12,149 +27	+0.2%	+$684	0.22%	64
2016 Q3	$316K	Sell	12,122 -604	-5%	-$15.8K	0.28%	51
2016 Q2	$334K	Buy	12,726 +2,526	+25%	+$65.3K	0.26%	51
2016 Q1	$263K	Sell	10,200 -108	-1%	-$2.76K	0.18%	60
2015 Q4	$258K	Sell	10,308 -2,554	-20%	-$64.4K	0.18%	57
2015 Q3	$327K	Sell	12,862 -19,523	-60%	-$492K	0.28%	48
2015 Q2	$810K	Sell	32,385 -1,494	-4%	-$37.7K	0.6%	28
2015 Q1	$865K	Sell	33,879 -14,682	-30%	-$374K	0.73%	27
2014 Q4	$1.22M	Buy	+48,561	New	+$1.22M	0.8%	28

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Financial Consulate's GOVT Position: Q2 2026 in Review

Financial Consulate held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 3,270 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Financial Consulate first reported a position in GOVT in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2014. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Financial Consulate held 3,270 shares of iShares US Treasury Bond ETF worth $74.5K as of Q2 2026.
Financial Consulate left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #283 holding.
Financial Consulate first reported a position in iShares US Treasury Bond ETF in Q4 2014 and has held it in 14 quarters since.
Financial Consulate's iShares US Treasury Bond ETF position peaked at $1.22M in Q4 2014.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.