Milestone Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Milestone Asset Management’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	$14.5M	Buy	660,867 +289,080	+78%	+$6.47M	2.29%	5
2026 Q2	$8.47M	Buy	+371,787	New	+$8.47M	1.33%	9
2023 Q3	–	Sell	-9,869	Closed	-$226K	–	86
2023 Q2	$226K	Sell	9,869 -150	-1%	-$3.48K	0.1%	56
2023 Q1	$234K	Sell	10,019 -1,515	-13%	-$35K	0.13%	64
2022 Q4	$268K	Buy	+11,534	New	+$262K	0.16%	54

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Milestone Asset Management's GOVT Position: Q3 2026 in Review

Milestone Asset Management increased its iShares US Treasury Bond ETF (GOVT) stake by 78% in Q3 2026, buying an estimated $6.47M and bringing the position to 660,867 shares worth $14.5M. The position accounts for 2.29% of the portfolio, ranked #5.

Milestone Asset Management first reported a position in GOVT in Q4 2022 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Milestone Asset Management held 660,867 shares of iShares US Treasury Bond ETF worth $14.5M as of Q3 2026.
Milestone Asset Management bought 289,080 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $6.47M.
iShares US Treasury Bond ETF made up 2.29% of Milestone Asset Management's portfolio in Q3 2026, its #5 holding.
Milestone Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.