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

Larson 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 		$14.2K Sell
623
-907
-59% -$20.7K ﹤0.01% 2200
2026
Q1 		$35.1K Buy
1,530
+1,169
+324% +$26.9K ﹤0.01% 1551
2025
Q4 		$8.31K Hold
361
– – ﹤0.01% 2221
2025
Q3 		$8.34K Sell
361
-209
-37% -$4.79K ﹤0.01% 2108
2025
Q2 		$13.1K Hold
570
– – ﹤0.01% 1683
2025
Q1 		$13.1K Sell
570
-949
-62% -$21.5K ﹤0.01% 1534
2024
Q4 		$34.9K Sell
1,519
-625
-29% -$14.3K ﹤0.01% 1014
2024
Q3 		$50.3K Sell
2,144
-3,436
-62% -$79.6K ﹤0.01% 911
2024
Q2 		$126K Buy
5,580
+4,910
+733% +$110K 0.01% 589
2024
Q1 		$15.3K Buy
670
+324
+94% +$7.37K ﹤0.01% 947
2023
Q4 		$7.97K Buy
346
+210
+154% +$4.67K ﹤0.01% 1070
2023
Q3 		$3K Buy
136
+31
+30% +$698 ﹤0.01% 1271
2023
Q2 		$2.4K Sell
105
-553
-84% -$12.8K ﹤0.01% 1241
2023
Q1 		$15.4K Buy
658
+645
+4,962% +$14.9K ﹤0.01% 813
2022
Q4 		$295 Hold
13
– – ﹤0.01% 1405
2022
Q3 		$0 Buy
+13
New +$308 ﹤0.01% 1335
2022
Q1 		– Sell
-14
Closed – – 1093
2021
Q4 		$0 Buy
+14
New +$371 ﹤0.01% 1109
2020
Q3 		– Sell
-110
Closed -$3K – 769
2020
Q2 		$3K Buy
110
+61
+124% +$1.71K ﹤0.01% 527
2020
Q1 		$1K Buy
49
+19
+63% +$510 ﹤0.01% 479
2019
Q4 		$1K Buy
30
+16
+114% +$418 ﹤0.01% 510
2019
Q3 		$0 Buy
14
+5
+56% +$131 ﹤0.01% 572
2019
Q2 		$0 Buy
+9
New +$228 ﹤0.01% 521

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

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

Larson Financial Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 59% in Q2 2026, selling an estimated $20.7K and leaving 623 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Larson Financial Group first reported a position in GOVT in Q2 2019 and has held it in 22 quarters since. The position peaked at $126K in Q2 2024. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Larson Financial Group held 623 shares of iShares US Treasury Bond ETF worth $14.2K as of Q2 2026.
  • Larson Financial Group sold 907 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $20.7K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2200 holding.
  • Larson Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • Larson Financial Group's iShares US Treasury Bond ETF position peaked at $126K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.