Foster Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Foster Group’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	$33.5M	Sell	1,529,712 -34,381	-2%	-$770K	0.91%	28
2026 Q2	$35.6M	Sell	1,564,093 -26,032	-2%	-$593K	0.95%	28
2026 Q1	$36.4M	Sell	1,590,125 -986	-0.1%	-$22.7K	1.08%	27
2025 Q4	$36.6M	Sell	1,591,111 -20,416	-1%	-$473K	1.11%	27
2025 Q3	$37.3M	Sell	1,611,527 -8,806	-0.5%	-$202K	1.17%	26
2025 Q2	$37.2M	Sell	1,620,333 -24,727	-2%	-$563K	1.27%	24
2025 Q1	$37.8M	Sell	1,645,060 -40,498	-2%	-$918K	1.42%	24
2024 Q4	$38.7M	Sell	1,685,558 -25,440	-1%	-$580K	1.48%	24
2024 Q3	$40.1M	Sell	1,710,998 -45,549	-3%	-$1.05M	1.5%	23
2024 Q2	$39.6M	Sell	1,756,547 -56,413	-3%	-$1.26M	1.56%	20
2024 Q1	$41.3M	Buy	1,812,960 +1,730,344	+2,094%	+$39.3M	2.05%	13
2023 Q4	$1.82M	Hold	82,616	–	–	0.11%	49
2023 Q3	$1.82M	Sell	82,616 -8,481	-9%	-$191K	0.11%	49
2023 Q2	$2.09M	Hold	91,097	–	–	0.13%	46
2023 Q1	$2.13M	Sell	91,097 -26,299	-22%	-$607K	0.13%	43
2022 Q4	$2.67M	Buy	+117,396	New	+$2.67M	0.2%	34

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Foster Group's GOVT Position: Q3 2026 in Review

Foster Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.2% in Q3 2026, selling an estimated $770K and leaving 1,529,712 shares worth $33.5M. The position accounts for 0.91% of the portfolio, ranked #28.

Foster Group first reported a position in GOVT in Q4 2022 and has held it in 16 quarters since. The position peaked at $41.3M in Q1 2024. 179 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Foster Group held 1,529,712 shares of iShares US Treasury Bond ETF worth $33.5M as of Q3 2026.
Foster Group sold 34,381 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $770K.
iShares US Treasury Bond ETF made up 0.91% of Foster Group's portfolio in Q3 2026, its #28 holding.
Foster Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
Foster Group's iShares US Treasury Bond ETF position peaked at $41.3M in Q1 2024.
179 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.