FHC
GOVT icon

First Heartland Consultants’s iShares US Treasury Bond ETF GOVT Stock Holding History

First Heartland Consultants’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 		$1.85M Buy
81,018
+1,262
+2% +$28.7K 0.12% 143
2026
Q1 		$1.83M Buy
79,756
+49,188
+161% +$1.13M 0.14% 135
2025
Q4 		$704K Sell
30,568
-201
-0.7% -$4.65K 0.05% 232
2025
Q3 		$711K Buy
30,769
+476
+2% +$10.9K 0.06% 221
2025
Q2 		$696K Sell
30,293
-118
-0.4% -$2.69K 0.06% 213
2025
Q1 		$699K Buy
30,411
+1,587
+6% +$36K 0.07% 189
2024
Q4 		$662K Buy
28,824
+1,296
+5% +$29.6K 0.07% 196
2024
Q3 		$646K Buy
27,528
+2,210
+9% +$51.2K 0.07% 196
2024
Q2 		$571K Sell
25,318
-25
-0.1% -$561 0.04% 243
2024
Q1 		$577K Buy
25,343
+3,337
+15% +$75.9K 0.06% 228
2023
Q4 		$507K Sell
22,006
-5,208
-19% -$116K 0.06% 210
2023
Q3 		$600K Sell
27,214
-24,307
-47% -$547K 0.08% 190
2023
Q2 		$1.18M Buy
51,521
+2,762
+6% +$64.1K 0.15% 127
2023
Q1 		$1.14M Buy
48,759
+3,280
+7% +$75.8K 0.17% 122
2022
Q4 		$1.03M Sell
45,479
-29,133
-39% -$662K 0.17% 126
2022
Q3 		$1.7M Buy
74,612
+12,060
+19% +$286K 0.15% 92
2022
Q2 		$1.5M Buy
62,552
+50,952
+439% +$1.23M 0.23% 93
2022
Q1 		$288K Sell
11,600
-40,576
-78% -$1.04M 0.04% 268
2021
Q4 		$1.39M Buy
52,176
+337
+0.7% +$8.92K 0.05% 92
2021
Q3 		$1.38M Sell
51,839
-7,921
-13% -$212K 0.21% 103
2021
Q2 		$1.59M Buy
59,760
+6,874
+13% +$181K 0.24% 99
2021
Q1 		$1.39M Buy
52,886
+11,741
+29% +$314K 0.22% 106
2020
Q4 		$1.12M Buy
41,145
+857
+2% +$23.6K 0.19% 98
2020
Q3 		$1.13M Sell
40,288
-941
-2% -$26.4K 0.21% 88
2020
Q2 		$1.15M Sell
41,229
-5,524
-12% -$155K 0.23% 93
2020
Q1 		$1.31M Buy
46,753
+13,741
+42% +$369K 0.34% 71
2019
Q4 		$856K Buy
33,012
+12,430
+60% +$325K 0.17% 127
2019
Q3 		$542K Buy
20,582
+6,210
+43% +$162K 0.12% 150
2019
Q2 		$371K Buy
14,372
+6,208
+76% +$157K 0.09% 191
2019
Q1 		$206K Buy
+8,164
New +$203K 0.06% 266

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

First Heartland Consultants's GOVT Position: Q2 2026 in Review

First Heartland Consultants increased its iShares US Treasury Bond ETF (GOVT) stake by 1.6% in Q2 2026, buying an estimated $28.7K and bringing the position to 81,018 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #143.

First Heartland Consultants first reported a position in GOVT in Q1 2019 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • First Heartland Consultants held 81,018 shares of iShares US Treasury Bond ETF worth $1.85M as of Q2 2026.
  • First Heartland Consultants bought 1,262 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $28.7K.
  • iShares US Treasury Bond ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #143 holding.
  • First Heartland Consultants first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.