MHS
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M Holdings Securities’s iShares US Treasury Bond ETF GOVT Stock Holding History

M Holdings Securities’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 		$780K Buy
34,167
+5,716
+20% +$130K 0.11% 101
2026
Q1 		$649K Buy
+28,451
New +$656K 0.04% 228

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

M Holdings Securities's GOVT Position: Q2 2026 in Review

M Holdings Securities increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $130K and bringing the position to 34,167 shares worth $780K. The position accounts for 0.11% of the portfolio, ranked #101.

M Holdings Securities first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • M Holdings Securities held 34,167 shares of iShares US Treasury Bond ETF worth $780K as of Q2 2026.
  • M Holdings Securities bought 5,716 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares US Treasury Bond ETF made up 0.11% of M Holdings Securities's portfolio in Q2 2026, its #101 holding.
  • M Holdings Securities first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.