IF
GOVT icon

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

IRON Financial’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 		$276K Sell
12,100
-1,149
-9% -$26.2K 0.11% 116
2026
Q1 		$304K Sell
13,249
-184
-1% -$4.24K 0.13% 94
2025
Q4 		$309K Sell
13,433
-1,380
-9% -$31.9K 0.14% 90
2025
Q3 		$342K Buy
14,813
+98
+0.7% +$2.25K 0.16% 81
2025
Q2 		$338K Sell
14,715
-339
-2% -$7.72K 0.18% 81
2025
Q1 		$346K Sell
15,054
-409
-3% -$9.27K 0.19% 72
2024
Q4 		$355K Sell
15,463
-2,678
-15% -$61.1K 0.2% 68
2024
Q3 		$425K Sell
18,141
-45,470
-71% -$1.05M 0.23% 66
2024
Q2 		$1.44M Sell
63,611
-2,366
-4% -$53K 0.81% 29
2024
Q1 		$1.5M Sell
65,977
-1,736
-3% -$39.5K 0.84% 27
2023
Q4 		$1.56M Sell
67,713
-2,540
-4% -$56.5K 0.89% 28
2023
Q3 		$1.55M Sell
70,253
-4,483
-6% -$101K 0.9% 25
2023
Q2 		$1.71M Sell
74,736
-3,303
-4% -$76.6K 0.92% 26
2023
Q1 		$1.82M Buy
78,039
+502
+0.6% +$11.6K 1% 24
2022
Q4 		$1.76M Sell
77,537
-5,045
-6% -$115K 1.01% 23
2022
Q3 		$1.88M Buy
+82,582
New +$1.96M 1.03% 24

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

IRON Financial's GOVT Position: Q2 2026 in Review

IRON Financial reduced its iShares US Treasury Bond ETF (GOVT) stake by 8.7% in Q2 2026, selling an estimated $26.2K and leaving 12,100 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #116.

IRON Financial first reported a position in GOVT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q3 2022. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • IRON Financial held 12,100 shares of iShares US Treasury Bond ETF worth $276K as of Q2 2026.
  • IRON Financial sold 1,149 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $26.2K.
  • iShares US Treasury Bond ETF made up 0.11% of IRON Financial's portfolio in Q2 2026, its #116 holding.
  • IRON Financial first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • IRON Financial's iShares US Treasury Bond ETF position peaked at $1.88M in Q3 2022.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.