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

Mather 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 		$4.34M Buy
190,404
+4,447
+2% +$101K 0.04% 173
2026
Q1 		$4.26M Sell
185,957
-2,810
-1% -$64.8K 0.04% 151
2025
Q4 		$4.35M Buy
188,767
+2,030
+1% +$47K 0.04% 131
2025
Q3 		$4.32M Sell
186,737
-1,096
-0.6% -$25.1K 0.04% 133
2025
Q2 		$4.32M Sell
187,833
-14,098
-7% -$321K 0.05% 127
2025
Q1 		$4.64M Sell
201,931
-2,650
-1% -$60.1K 0.05% 118
2024
Q4 		$4.7M Sell
204,581
-11,956
-6% -$273K 0.06% 112
2024
Q3 		$5.08M Sell
216,537
-29,827
-12% -$691K 0.07% 109
2024
Q2 		$5.61M Buy
246,364
+18,472
+8% +$414K 0.07% 116
2024
Q1 		$5.25M Sell
227,892
-8,564
-4% -$195K 0.08% 92
2023
Q4 		$5.45M Buy
236,456
+163
+0.1% +$3.63K 0.09% 93
2023
Q3 		$5.21M Buy
236,293
+104,173
+79% +$2.34M 0.09% 87
2023
Q2 		$3.03M Sell
132,120
-46,698
-26% -$1.08M 0.05% 133
2023
Q1 		$4.18M Sell
178,818
-10,646
-6% -$246K 0.07% 92
2022
Q4 		$4.3M Sell
189,464
-43,087
-19% -$979K 0.08% 89
2022
Q3 		$5.29M Sell
232,551
-34,760
-13% -$823K 0.11% 82
2022
Q2 		$6.39M Buy
267,311
+163,284
+157% +$3.93M 0.15% 71
2022
Q1 		$2.59M Buy
104,027
+70,337
+209% +$1.8M 0.05% 99
2021
Q4 		$899K Buy
33,690
+2,130
+7% +$56.4K 0.02% 161
2021
Q3 		$837K Buy
+31,560
New +$845K 0.02% 131
2020
Q4 		– Sell
-45,375
Closed -$1.27M – 259
2020
Q3 		$1.27M Sell
45,375
-79,375
-64% -$2.23M 0.05% 82
2020
Q2 		$3.49M Sell
124,750
-15,169
-11% -$424K 0.16% 47
2020
Q1 		$3.92M Sell
139,919
-16,098
-10% -$432K 0.27% 42
2019
Q4 		$4.05M Buy
+156,017
New +$4.07M 0.25% 42

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

Mather Group's GOVT Position: Q2 2026 in Review

Mather Group increased its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, buying an estimated $101K and bringing the position to 190,404 shares worth $4.34M. The position accounts for 0.04% of the portfolio, ranked #173.

Mather Group first reported a position in GOVT in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.39M in Q2 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Mather Group held 190,404 shares of iShares US Treasury Bond ETF worth $4.34M as of Q2 2026.
  • Mather Group bought 4,447 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares US Treasury Bond ETF made up 0.04% of Mather Group's portfolio in Q2 2026, its #173 holding.
  • Mather Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Mather Group's iShares US Treasury Bond ETF position peaked at $6.39M in Q2 2022.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.