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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

HBK Sorce Advisory's GOVT Position: Q1 2026 in Review

HBK Sorce Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q1 2026, buying an estimated $119K and bringing the position to 29,399 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #320.

HBK Sorce Advisory first reported a position in GOVT in Q1 2023 and has held it in 13 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • HBK Sorce Advisory held 29,399 shares of iShares US Treasury Bond ETF worth $671K as of Q1 2026.
  • HBK Sorce Advisory bought 5,147 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $119K.
  • iShares US Treasury Bond ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #320 holding.
  • HBK Sorce Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.