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LRI Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

LRI Investments’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 		$2.78K Hold
122
– – ﹤0.01% 1224
2026
Q1 		$2.79K Hold
122
– – ﹤0.01% 1216
2025
Q4 		$2.81K Hold
122
– – ﹤0.01% 1153
2025
Q3 		$2.82K Hold
122
– – ﹤0.01% 1154
2025
Q2 		$2.8K Hold
122
– – ﹤0.01% 1118
2025
Q1 		$2.8K Hold
122
– – ﹤0.01% 1053
2024
Q4 		$2.8K Hold
122
– – ﹤0.01% 1034
2024
Q3 		$2.76K Hold
122
– – ﹤0.01% 1030
2024
Q2 		$2.75K Hold
122
– – ﹤0.01% 1010
2024
Q1 		$2.78K Buy
+122
New +$2.77K ﹤0.01% 706

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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's GOVT Position: Q2 2026 in Review

LRI Investments held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 122 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

LRI Investments first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.82K in Q3 2025. 248 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • LRI Investments held 122 shares of iShares US Treasury Bond ETF worth $2.78K as of Q2 2026.
  • LRI Investments left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1224 holding.
  • LRI Investments first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's iShares US Treasury Bond ETF position peaked at $2.82K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.