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

Magnus 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 Q1	–	Sell	-9,791	Closed	-$225K	–	394
2025 Q4	$225K	Buy	9,791 +399	+4%	+$9.24K	0.02%	384
2025 Q3	$217K	Sell	9,392 -378	-4%	-$8.67K	0.02%	377
2025 Q2	$225K	Sell	9,770 -2,534	-21%	-$57.7K	0.02%	349
2025 Q1	$283K	Buy	12,304 +3,026	+33%	+$68.6K	0.03%	290
2024 Q4	$213K	Buy	9,278 +505	+6%	+$11.5K	0.02%	338
2024 Q3	$206K	Sell	8,773 -112	-1%	-$2.59K	0.02%	322
2024 Q2	$201K	Sell	8,885 -303	-3%	-$6.79K	0.02%	308
2024 Q1	$209K	Buy	9,188 +310	+3%	+$7.05K	0.02%	302
2023 Q4	$205K	Buy	+8,878	New	+$198K	0.03%	278
2021 Q3	–	Sell	-8,876	Closed	-$236K	–	251
2021 Q2	$236K	Buy	8,876 +9	+0.1%	+$238	0.05%	213
2021 Q1	$232K	Buy	+8,867	New	+$237K	0.06%	203

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

Magnus Financial Group's GOVT Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 9,791 shares — an estimated $225K sold.

Magnus Financial Group first reported a position in GOVT in Q1 2021 and held it in 11 quarters. The position peaked at $283K in Q1 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Magnus Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 9,791 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $225K.
Magnus Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 11 quarters.
Magnus Financial Group's iShares US Treasury Bond ETF position peaked at $283K in Q1 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.