Mather Group
GOVT icon

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
Q3 		$4.11M Sell
187,996
-2,408
-1% -$53.9K 0.03% 195
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Mather Group's GOVT Position: Q3 2026 in Review

Mather Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.3% in Q3 2026, selling an estimated $53.9K and leaving 187,996 shares worth $4.11M. The position accounts for 0.03% of the portfolio, ranked #195.

Mather Group first reported a position in GOVT in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.39M in Q2 2022. 193 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Mather Group held 187,996 shares of iShares US Treasury Bond ETF worth $4.11M as of Q3 2026.
  • Mather Group sold 2,408 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $53.9K.
  • iShares US Treasury Bond ETF made up 0.03% of Mather Group's portfolio in Q3 2026, its #195 holding.
  • Mather Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Mather Group's iShares US Treasury Bond ETF position peaked at $6.39M in Q2 2022.
  • 193 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.