HGWM
GOVT icon

Horst & Graben Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Horst & Graben 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 		$19.9M Sell
880,067
-27,437
-3% -$625K 2.62% 11
2026
Q1 		$20.8M Buy
907,504
+815,925
+891% +$18.8M 2.85% 10
2025
Q4 		$2.11M Buy
91,579
+3,744
+4% +$86.7K 0.32% 46
2025
Q3 		$2.03M Buy
87,835
+2,233
+3% +$51.2K 0.31% 49
2025
Q2 		$1.97M Buy
85,602
+553
+0.7% +$12.6K 0.33% 50
2025
Q1 		$1.95M Buy
85,049
+665
+0.8% +$15.1K 0.35% 44
2024
Q4 		$1.94M Buy
84,384
+3,033
+4% +$69.2K 0.35% 42
2024
Q3 		$1.91M Buy
81,351
+466
+0.6% +$10.8K 0.34% 42
2024
Q2 		$1.83M Buy
80,885
+6,192
+8% +$139K 0.35% 39
2024
Q1 		$1.7M Sell
74,693
-22,514
-23% -$512K 0.35% 40
2023
Q4 		$2.24M Sell
97,207
-155,394
-62% -$3.46M 0.49% 34
2023
Q3 		$5.57M Sell
252,601
-583,328
-70% -$13.1M 1.37% 17
2023
Q2 		$19.1M Buy
835,929
+47,517
+6% +$1.1M 4.57% 7
2023
Q1 		$18.4M Sell
788,412
-153,747
-16% -$3.55M 4.57% 7
2022
Q4 		$21.4M Sell
942,159
-594,565
-39% -$13.5M 5.6% 5
2022
Q3 		$35M Buy
1,536,724
+473,862
+45% +$11.2M 9.92% 2
2022
Q2 		$25.4M Sell
1,062,862
-155,942
-13% -$3.75M 6.9% 3
2022
Q1 		$30.4M Buy
1,218,804
+458,620
+60% +$11.7M 7.42% 3
2021
Q4 		$20.3M Buy
760,184
+82,031
+12% +$2.17M 5.07% 5
2021
Q3 		$18M Sell
678,153
-296,793
-30% -$7.95M 4.96% 5
2021
Q2 		$25.9M Buy
974,946
+189,436
+24% +$5M 7.24% 2
2021
Q1 		$20.6M Buy
785,510
+323,841
+70% +$8.65M 6.48% 4
2020
Q4 		$12.6M Buy
461,669
+45,419
+11% +$1.25M 4.34% 7
2020
Q3 		$11.6M Buy
416,250
+95,483
+30% +$2.68M 4.52% 6
2020
Q2 		$8.98M Sell
320,767
-8,800
-3% -$246K 3.94% 6
2020
Q1 		$9.23M Buy
+329,567
New +$8.84M 4.86% 6

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

Horst & Graben Wealth Management's GOVT Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 3% in Q2 2026, selling an estimated $625K and leaving 880,067 shares worth $19.9M. The position accounts for 2.62% of the portfolio, ranked #11.

Horst & Graben Wealth Management first reported a position in GOVT in Q1 2020 and has held it in 26 quarters since. The position peaked at $35M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Horst & Graben Wealth Management held 880,067 shares of iShares US Treasury Bond ETF worth $19.9M as of Q2 2026.
  • Horst & Graben Wealth Management sold 27,437 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $625K.
  • iShares US Treasury Bond ETF made up 2.62% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Horst & Graben Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's iShares US Treasury Bond ETF position peaked at $35M in Q3 2022.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.