Marshall Financial Group (Maryland)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Marshall Financial Group (Maryland)’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	$483K	Sell	21,222 -2,168	-9%	-$49.4K	0.07%	215
2026 Q1	$536K	Sell	23,390 -11,308	-33%	-$261K	0.09%	197
2025 Q4	$799K	Sell	34,698 -1,868	-5%	-$43.2K	0.16%	154
2025 Q3	$845K	Sell	36,566 -3,024	-8%	-$69.3K	0.16%	148
2025 Q2	$899K	Sell	39,590 -4,576	-10%	-$104K	0.18%	141
2025 Q1	$1.02M	Sell	44,166 -2,251	-5%	-$51K	0.22%	109
2024 Q4	$1.07M	Sell	46,417 -549	-1%	-$12.5K	0.26%	98
2024 Q3	$1.1M	Buy	+46,966	New	+$1.09M	0.26%	101

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Marshall Financial Group (Maryland)'s GOVT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares US Treasury Bond ETF (GOVT) stake by 9.3% in Q2 2026, selling an estimated $49.4K and leaving 21,222 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #215.

Marshall Financial Group (Maryland) first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Marshall Financial Group (Maryland) held 21,222 shares of iShares US Treasury Bond ETF worth $483K as of Q2 2026.
Marshall Financial Group (Maryland) sold 2,168 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $49.4K.
iShares US Treasury Bond ETF made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #215 holding.
Marshall Financial Group (Maryland) first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s iShares US Treasury Bond ETF position peaked at $1.1M in Q3 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.