Legacy Financial Group (Iowa)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Legacy Financial Group (Iowa)’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 Q1	$5.68M	Buy	248,034 +227,595	+1,114%	+$5.25M	0.71%	37
2025 Q4	$469K	Buy	20,439 +1,257	+7%	+$29.1K	0.06%	87
2025 Q3	$443K	Buy	19,182 +2,313	+14%	+$53K	0.06%	87
2025 Q2	$388K	Buy	16,869 +2,415	+17%	+$55K	0.05%	89
2025 Q1	$332K	Sell	14,454 -18	-0.1%	-$408	0.05%	89
2024 Q4	$333K	Buy	14,472 +3,040	+27%	+$69.4K	0.05%	87
2024 Q3	$268K	Buy	11,432 +1,108	+11%	+$25.7K	0.05%	54
2024 Q2	$233K	Buy	10,324 +653	+7%	+$14.6K	0.05%	96
2024 Q1	$220K	Buy	+9,671	New	+$220K	0.04%	98
2023 Q4	–	Sell	-23,127	Closed	-$510K	–	214
2023 Q3	$510K	Sell	23,127 -214,890	-90%	-$4.84M	0.12%	61
2023 Q2	$5.45M	Buy	238,017 +105,620	+80%	+$2.45M	1.4%	21
2023 Q1	$3.1M	Buy	132,397 +82,126	+163%	+$1.9M	0.85%	24
2022 Q4	$1.14M	Buy	+50,271	New	+$1.14M	0.34%	28

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Legacy Financial Group (Iowa)'s GOVT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares US Treasury Bond ETF (GOVT) stake by 1,114% in Q1 2026, buying an estimated $5.25M and bringing the position to 248,034 shares worth $5.68M. The position accounts for 0.71% of the portfolio, ranked #37.

Legacy Financial Group (Iowa) first reported a position in GOVT in Q4 2022 and has held it in 13 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Legacy Financial Group (Iowa) held 248,034 shares of iShares US Treasury Bond ETF worth $5.68M as of Q1 2026.
Legacy Financial Group (Iowa) bought 227,595 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $5.25M.
iShares US Treasury Bond ETF made up 0.71% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #37 holding.
Legacy Financial Group (Iowa) first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.