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

Pacific 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 		$877K Buy
38,496
+1,738
+5% +$39.6K 0.42% 51
2026
Q1 		$842K Buy
36,758
+3,318
+10% +$76.5K 0.45% 49
2025
Q4 		$770K Buy
33,440
+3,051
+10% +$70.6K 0.43% 49
2025
Q3 		$703K Buy
30,389
+512
+2% +$11.7K 0.52% 41
2025
Q2 		$687K Sell
29,877
-8,997
-23% -$205K 0.54% 40
2025
Q1 		$894K Buy
38,874
+1,141
+3% +$25.9K 0.72% 31
2024
Q4 		$867K Buy
37,733
+146
+0.4% +$3.33K 0.64% 35
2024
Q3 		$881K Sell
37,587
-1,482
-4% -$34.3K 0.65% 36
2024
Q2 		$882K Buy
39,069
+71
+0.2% +$1.59K 0.62% 35
2024
Q1 		$888K Buy
38,998
+2,018
+5% +$45.9K 0.61% 35
2023
Q4 		$852K Buy
36,980
+790
+2% +$17.6K 0.63% 37
2023
Q3 		$798K Sell
36,190
-761
-2% -$17.1K 0.52% 39
2023
Q2 		$846K Buy
36,951
+8,361
+29% +$194K 0.55% 32
2023
Q1 		$668K Buy
28,590
+357
+1% +$8.24K 0.5% 34
2022
Q4 		$641K Sell
28,233
-5
-0% -$114 0.48% 36
2022
Q3 		$643K Sell
28,238
-1,912
-6% -$45.3K 0.58% 34
2022
Q2 		$721K Sell
30,150
-97
-0.3% -$2.33K 0.54% 37
2022
Q1 		$753K Buy
30,247
+2,704
+10% +$69.2K 0.49% 41
2021
Q4 		$719K Buy
27,543
+1,100
+4% +$29.1K 0.47% 41
2021
Q3 		$702K Buy
26,443
+2,265
+9% +$60.7K 0.5% 43
2021
Q2 		$643K Buy
24,178
+7,303
+43% +$193K 0.44% 47
2021
Q1 		$442K Buy
16,875
+1,498
+10% +$40K 0.36% 45
2020
Q4 		$419K Buy
15,377
+7,181
+88% +$198K 0.37% 43
2020
Q3 		$229K Buy
+8,196
New +$230K 0.18% 56

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

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

Pacific Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 4.7% in Q2 2026, buying an estimated $39.6K and bringing the position to 38,496 shares worth $877K. The position accounts for 0.42% of the portfolio, ranked #51.

Pacific Financial Group first reported a position in GOVT in Q3 2020 and has held it in 24 quarters since. The position peaked at $894K in Q1 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Pacific Financial Group held 38,496 shares of iShares US Treasury Bond ETF worth $877K as of Q2 2026.
  • Pacific Financial Group bought 1,738 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $39.6K.
  • iShares US Treasury Bond ETF made up 0.42% of Pacific Financial Group's portfolio in Q2 2026, its #51 holding.
  • Pacific Financial Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Pacific Financial Group's iShares US Treasury Bond ETF position peaked at $894K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.