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

Lockerman 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 		$303K Buy
13,316
+2,500
+23% +$56.9K 0.46% 61
2026
Q1 		$248K Buy
+10,816
New +$249K 0.45% 74

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Lockerman Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 23% in Q2 2026, buying an estimated $56.9K and bringing the position to 13,316 shares worth $303K. The position accounts for 0.46% of the portfolio, ranked #61.

Lockerman Financial Group first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Lockerman Financial Group held 13,316 shares of iShares US Treasury Bond ETF worth $303K as of Q2 2026.
  • Lockerman Financial Group bought 2,500 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $56.9K.
  • iShares US Treasury Bond ETF made up 0.46% of Lockerman Financial Group's portfolio in Q2 2026, its #61 holding.
  • Lockerman Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.