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HFG Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

HFG Wealth Management’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 		$467K Sell
20,482
-877
-4% -$20K 0.47% 31
2026
Q1 		$489K Sell
21,359
-543
-2% -$12.5K 0.27% 38
2025
Q4 		$504K Sell
21,902
-16,080
-42% -$372K 0.28% 37
2025
Q3 		$878K Buy
37,982
+2,218
+6% +$50.9K 0.48% 32
2025
Q2 		$822K Buy
35,764
+2,402
+7% +$54.7K 0.5% 30
2025
Q1 		$767K Buy
+33,362
New +$756K 0.46% 33

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

HFG Wealth Management's GOVT Position: Q2 2026 in Review

HFG Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.1% in Q2 2026, selling an estimated $20K and leaving 20,482 shares worth $467K. The position accounts for 0.47% of the portfolio, ranked #31.

HFG Wealth Management first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $878K in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • HFG Wealth Management held 20,482 shares of iShares US Treasury Bond ETF worth $467K as of Q2 2026.
  • HFG Wealth Management sold 877 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $20K.
  • iShares US Treasury Bond ETF made up 0.47% of HFG Wealth Management's portfolio in Q2 2026, its #31 holding.
  • HFG Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • HFG Wealth Management's iShares US Treasury Bond ETF position peaked at $878K in Q3 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.