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

Northbridge 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 		$239K Sell
10,495
-3,990
-28% -$90.9K 0.09% 167
2026
Q1 		$332K Sell
14,485
-1,747
-11% -$40.3K 0.14% 130
2025
Q4 		$374K Buy
+16,232
New +$376K 0.17% 123

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

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

Northbridge Financial Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2026, selling an estimated $90.9K and leaving 10,495 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #167.

Northbridge Financial Group first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Northbridge Financial Group held 10,495 shares of iShares US Treasury Bond ETF worth $239K as of Q2 2026.
  • Northbridge Financial Group sold 3,990 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $90.9K.
  • iShares US Treasury Bond ETF made up 0.09% of Northbridge Financial Group's portfolio in Q2 2026, its #167 holding.
  • Northbridge Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's iShares US Treasury Bond ETF position peaked at $374K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.