HBK Sorce Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

HBK Sorce Advisory’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	$547K	Sell	24,314 -5,085	-17%	-$116K	0.01%	371
2026 Q1	$671K	Buy	29,399 +5,147	+21%	+$119K	0.01%	320
2025 Q4	$559K	Buy	24,252 +26	+0.1%	+$602	0.01%	352
2025 Q3	$563K	Buy	24,226 +2,039	+9%	+$46.8K	0.01%	336
2025 Q2	$510K	Sell	22,187 -16	-0.1%	-$364	0.01%	338
2025 Q1	$510K	Buy	22,203 +12	+0.1%	+$272	0.02%	336
2024 Q4	$510K	Buy	22,191 +23	+0.1%	+$525	0.02%	332
2024 Q3	$520K	Buy	22,168 +215	+1%	+$4.98K	0.02%	327
2024 Q2	$495K	Sell	21,953 -3,953	-15%	-$88.6K	0.02%	332
2024 Q1	$590K	Buy	25,906 +3,858	+17%	+$87.7K	0.02%	304
2023 Q4	$508K	Sell	22,048 -184	-0.8%	-$4.1K	0.02%	312
2023 Q3	$490K	Buy	22,232 +337	+2%	+$7.59K	0.02%	311
2023 Q2	$501K	Buy	21,895 +914	+4%	+$21.2K	0.02%	329
2023 Q1	$491K	Buy	+20,981	New	+$485K	0.02%	328

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 22.9% 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

HBK Sorce Advisory's GOVT Position: Q2 2026 in Review

HBK Sorce Advisory reduced its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q2 2026, selling an estimated $116K and leaving 24,314 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #371.

HBK Sorce Advisory first reported a position in GOVT in Q1 2023 and has held it in 14 quarters since. The position peaked at $671K in Q1 2026. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

HBK Sorce Advisory held 24,314 shares of iShares US Treasury Bond ETF worth $547K as of Q2 2026.
HBK Sorce Advisory sold 5,085 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $116K.
iShares US Treasury Bond ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #371 holding.
HBK Sorce Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
HBK Sorce Advisory's iShares US Treasury Bond ETF position peaked at $671K in Q1 2026.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.