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

Independent Financial 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
Q2 		$2.03M Buy
89,006
+15,688
+21% +$357K 0.04% 449
2026
Q1 		$1.68M Sell
73,318
-142,973
-66% -$3.3M 0.04% 444
2025
Q4 		$4.98M Buy
216,291
+23,498
+12% +$544K 0.11% 173
2025
Q3 		$4.46M Sell
192,793
-5,032
-3% -$115K 0.11% 177
2025
Q2 		$4.55M Buy
197,825
+26,084
+15% +$594K 0.13% 156
2025
Q1 		$3.95M Buy
171,741
+131,701
+329% +$2.99M 0.14% 151
2024
Q4 		$920K Sell
40,040
-995
-2% -$22.7K 0.03% 499
2024
Q3 		$962K Buy
41,035
+16,110
+65% +$373K 0.04% 450
2024
Q2 		$563K Buy
24,925
+2,086
+9% +$46.8K 0.02% 565
2024
Q1 		$520K Buy
22,839
+4,004
+21% +$91K 0.02% 570
2023
Q4 		$434K Buy
18,835
+4,192
+29% +$93.3K 0.02% 597
2023
Q3 		$323K Buy
14,643
+2,347
+19% +$52.8K 0.02% 629
2023
Q2 		$282K Sell
12,296
-32
-0.3% -$742 0.02% 664
2023
Q1 		$288K Buy
12,328
+1,961
+19% +$45.3K 0.02% 622
2022
Q4 		$236K Buy
10,367
+1,165
+13% +$26.5K 0.02% 658
2022
Q3 		$209K Sell
9,202
-452
-5% -$10.7K 0.02% 655
2022
Q2 		$231K Sell
9,654
-1,078
-10% -$25.9K 0.02% 597
2022
Q1 		$267K Sell
10,732
-251
-2% -$6.43K 0.02% 639
2021
Q4 		$293K Buy
10,983
+1,196
+12% +$31.7K 0.02% 605
2021
Q3 		$260K Buy
9,787
+718
+8% +$19.2K 0.03% 576
2021
Q2 		$241K Buy
9,069
+292
+3% +$7.71K 0.03% 600
2021
Q1 		$230K Sell
8,777
-2,199
-20% -$58.8K 0.03% 547
2020
Q4 		$299K Sell
10,976
-1,019
-8% -$28.1K 0.04% 423
2020
Q3 		$335K Buy
+11,995
New +$336K 0.06% 328
2020
Q2 		– Sell
-21,785
Closed -$610K – 490
2020
Q1 		$610K Buy
+21,785
New +$585K 0.18% 142

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

Independent Financial Group's GOVT Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q2 2026, buying an estimated $357K and bringing the position to 89,006 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #449.

Independent Financial Group first reported a position in GOVT in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.98M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Independent Financial Group held 89,006 shares of iShares US Treasury Bond ETF worth $2.03M as of Q2 2026.
  • Independent Financial Group bought 15,688 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $357K.
  • iShares US Treasury Bond ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #449 holding.
  • Independent Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Independent Financial Group's iShares US Treasury Bond ETF position peaked at $4.98M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.