MFG
GOVT icon

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

Merit 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
Q2 		$148M Buy
6,493,994
+1,233,584
+23% +$28.1M 0.9% 21
2026
Q1 		$121M Buy
5,260,410
+2,719,338
+107% +$62.7M 0.9% 25
2025
Q4 		$58.5M Sell
2,541,072
-212,306
-8% -$4.91M 0.47% 46
2025
Q3 		$63.7M Buy
2,753,378
+1,007,786
+58% +$23.1M 0.58% 39
2025
Q2 		$40.1M Buy
1,745,592
+584,451
+50% +$13.3M 0.45% 45
2025
Q1 		$26.7M Buy
1,161,141
+991,567
+585% +$22.5M 0.4% 51
2024
Q4 		$3.9M Buy
169,574
+70,253
+71% +$1.6M 0.07% 226
2024
Q3 		$2.33M Buy
99,321
+78,969
+388% +$1.83M 0.05% 254
2024
Q2 		$459K Sell
20,352
-16,839
-45% -$378K 0.01% 596
2024
Q1 		$830K Sell
37,191
-50,921
-58% -$1.16M 0.02% 451
2023
Q4 		$2.03M Sell
88,112
-17,489
-17% -$389K 0.06% 206
2023
Q3 		$2.33M Sell
105,601
-208,932
-66% -$4.7M 0.08% 196
2023
Q2 		$7.2M Buy
314,533
+38,875
+14% +$902K 0.23% 67
2023
Q1 		$6.44M Buy
275,658
+114,523
+71% +$2.65M 0.23% 69
2022
Q4 		$3.66M Sell
161,135
-176,068
-52% -$4M 0.13% 120
2022
Q3 		$7.67M Sell
337,203
-111,839
-25% -$2.65M 0.33% 39
2022
Q2 		$10.7M Buy
449,042
+242,732
+118% +$5.84M 0.33% 39
2022
Q1 		$5.14M Buy
+206,310
New +$5.28M 0.31% 51

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

Merit Financial Group's GOVT Position: Q2 2026 in Review

Merit Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 23% in Q2 2026, buying an estimated $28.1M and bringing the position to 6,493,994 shares worth $148M. The position accounts for 0.9% of the portfolio, ranked #21.

Merit Financial Group first reported a position in GOVT in Q1 2022 and has held it in 18 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Merit Financial Group held 6,493,994 shares of iShares US Treasury Bond ETF worth $148M as of Q2 2026.
  • Merit Financial Group bought 1,233,584 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $28.1M.
  • iShares US Treasury Bond ETF made up 0.9% of Merit Financial Group's portfolio in Q2 2026, its #21 holding.
  • Merit Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.