MHR
GOVT icon

Matthew Hamilton Rosenberg’s iShares US Treasury Bond ETF GOVT Stock Holding History

Matthew Hamilton Rosenberg’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 		$14.8K Sell
677
-124
-15% -$2.78K ﹤0.01% 594
2026
Q2 		$18.2K Hold
801
– – ﹤0.01% 558
2026
Q1 		$18.4K Sell
801
-39
-5% -$899 ﹤0.01% 550
2025
Q4 		$19.3K Hold
840
– – ﹤0.01% 550
2025
Q3 		$19.4K Buy
840
+158
+23% +$3.62K ﹤0.01% 549
2025
Q2 		$15.7K Sell
682
-5,020
-88% -$114K ﹤0.01% 600
2025
Q1 		$131K Sell
5,702
-80
-1% -$1.81K 0.03% 264
2024
Q4 		$133K Sell
5,782
-5,703
-50% -$130K 0.03% 259
2024
Q3 		$269K Sell
11,485
-496
-4% -$11.5K 0.07% 146
2024
Q2 		$268K Sell
11,981
-238
-2% -$5.34K 0.08% 136
2024
Q1 		$275K Sell
12,219
-984
-7% -$22.4K 0.08% 130
2023
Q4 		$304K Sell
13,203
-4,065
-24% -$90.5K 0.09% 115
2023
Q3 		$381K Sell
17,268
-10,233
-37% -$230K 0.13% 81
2023
Q2 		$630K Sell
27,501
-19,661
-42% -$456K 0.21% 52
2023
Q1 		$1.1M Sell
47,162
-2,195
-4% -$50.7K 0.36% 40
2022
Q4 		$1.12M Sell
49,357
-19,269
-28% -$438K 0.38% 38
2022
Q3 		$1.56M Sell
68,626
-38,695
-36% -$917K 0.6% 27
2022
Q2 		$2.58M Sell
107,321
-12,120
-10% -$292K 0.97% 18
2022
Q1 		$2.98M Sell
119,441
-33,737
-22% -$864K 1.04% 16
2021
Q4 		$4.09M Sell
153,178
-19,208
-11% -$509K 1.45% 15
2021
Q3 		$4.57M Buy
+172,386
New +$4.62M 1.81% 12

Other funds holding GOVT

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Matthew Hamilton Rosenberg's GOVT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q3 2026, selling an estimated $2.78K and leaving 677 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Matthew Hamilton Rosenberg first reported a position in GOVT in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.57M in Q3 2021. 38 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 677 shares of iShares US Treasury Bond ETF worth $14.8K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 124 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $2.78K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #594 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares US Treasury Bond ETF position peaked at $4.57M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.