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

Financial Management Network’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	$6.61M	Sell	291,999 -3,522	-1%	-$80.2K	0.95%	30
2026 Q1	$6.76M	Buy	295,521 +34,000	+13%	+$784K	1.04%	27
2025 Q4	$6.02M	Buy	261,521 +30,412	+13%	+$704K	0.95%	29
2025 Q3	$5.32M	Buy	231,109 +20,555	+10%	+$471K	0.88%	30
2025 Q2	$4.8M	Sell	210,554 -10,161	-5%	-$231K	0.86%	28
2025 Q1	$5.07M	Buy	220,715 +14,618	+7%	+$331K	1.14%	24
2024 Q4	$4.62M	Buy	206,097 +40,883	+25%	+$933K	0.96%	28
2024 Q3	$3.82M	Buy	165,214 +74,223	+82%	+$1.72M	0.8%	30
2024 Q2	$2.06M	Buy	+90,991	New	+$2.04M	0.49%	44
2023 Q2	–	Sell	-18,711	Closed	-$440K	–	143
2023 Q1	$440K	Sell	18,711 -4,592	-20%	-$106K	0.18%	87
2022 Q4	$535K	Buy	23,303 +4,735	+26%	+$108K	0.24%	79
2022 Q3	$425K	Buy	18,568 +2,186	+13%	+$51.8K	0.21%	86
2022 Q2	$394K	Sell	16,382 -965	-6%	-$23.2K	0.21%	88
2022 Q1	$430K	Sell	17,347 -2,194	-11%	-$56.2K	0.22%	78
2021 Q4	$512K	Sell	19,541 -4,620	-19%	-$122K	0.23%	79
2021 Q3	$642K	Sell	24,161 -147	-0.6%	-$3.94K	0.33%	63
2021 Q2	$645K	Buy	24,308 +23	+0.1%	+$607	0.33%	64
2021 Q1	$640K	Sell	24,285 -116,377	-83%	-$3.11M	0.33%	65
2020 Q4	$3.81M	Buy	+140,662	New	+$3.88M	2.35%	11

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 Management Network's GOVT Position: Q2 2026 in Review

Financial Management Network reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.2% in Q2 2026, selling an estimated $80.2K and leaving 291,999 shares worth $6.61M. The position accounts for 0.95% of the portfolio, ranked #30.

Financial Management Network first reported a position in GOVT in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.76M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Financial Management Network held 291,999 shares of iShares US Treasury Bond ETF worth $6.61M as of Q2 2026.
Financial Management Network sold 3,522 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $80.2K.
iShares US Treasury Bond ETF made up 0.95% of Financial Management Network's portfolio in Q2 2026, its #30 holding.
Financial Management Network first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 19 quarters since.
Financial Management Network's iShares US Treasury Bond ETF position peaked at $6.76M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.