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Patriot Financial Group Insurance Agency’s iShares US Treasury Bond ETF GOVT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.69M Sell
74,034
-80,908
-52% -$1.84M 0.17% 147
2026
Q1 		$3.55M Buy
+154,942
New +$3.57M 0.2% 133
2024
Q2 		– Sell
-8,932
Closed -$203K – 498
2024
Q1 		$203K Sell
8,932
-3,748
-30% -$85.2K 0.03% 447
2023
Q4 		$292K Sell
12,680
-3,656
-22% -$81.4K 0.06% 338
2023
Q3 		$360K Sell
16,336
-34,567
-68% -$778K 0.07% 297
2023
Q2 		$1.17M Sell
50,903
-28,888
-36% -$670K 0.22% 110
2023
Q1 		$1.87M Buy
79,791
+3
+0% +$69 0.38% 56
2022
Q4 		$1.81M Sell
79,788
-33,549
-30% -$763K 0.24% 46
2022
Q3 		$2.58M Buy
113,337
+11,564
+11% +$274K 0.63% 30
2022
Q2 		$2.43M Buy
101,773
+1,508
+2% +$36.3K 0.49% 39
2022
Q1 		$2.5M Buy
100,265
+979
+1% +$25.1K 0.44% 39
2021
Q4 		$2.65M Buy
99,286
+2,897
+3% +$76.7K 0.44% 37
2021
Q3 		$2.56M Sell
96,389
-25,702
-21% -$688K 0.45% 34
2021
Q2 		$3.25M Sell
122,091
-13,733
-10% -$362K 0.59% 24
2021
Q1 		$3.56M Buy
135,824
+29,417
+28% +$786K 0.82% 14
2020
Q4 		$2.9M Sell
106,407
-4,236
-4% -$117K 0.73% 16
2020
Q3 		$3.09M Buy
110,643
+7,079
+7% +$198K 1.01% 13
2020
Q2 		$2.9M Sell
103,564
-12,366
-11% -$346K 1.11% 10
2020
Q1 		$3.25M Buy
115,930
+61,810
+114% +$1.66M 1.48% 7
2019
Q4 		$1.4M Buy
54,120
+12,938
+31% +$338K 0.53% 33
2019
Q3 		$1.08M Buy
41,182
+26,672
+184% +$696K 0.49% 39
2019
Q2 		$374K Buy
14,510
+7,216
+99% +$183K 0.16% 115
2019
Q1 		$184K Buy
7,294
+4,746
+186% +$118K 0.09% 179
2018
Q4 		$63K Buy
2,548
+151
+6% +$3.67K 0.04% 281
2018
Q3 		$58K Buy
2,397
+774
+48% +$19K 0.03% 278
2018
Q2 		$40K Sell
1,623
-1,593
-50% -$39K 0.04% 205
2018
Q1 		$79K Buy
3,216
+3,016
+1,508% +$74.4K 0.06% 246
2017
Q4 		$5K Hold
200
– – ﹤0.01% 716
2017
Q3 		$5K Hold
200
– – ﹤0.01% 691
2017
Q2 		$5K Hold
200
– – 0.01% 671
2017
Q1 		$5K Hold
200
– – 0.01% 621
2016
Q4 		$5K Buy
+200
New +$5.07K 0.01% 565

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

Patriot Financial Group Insurance Agency's GOVT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares US Treasury Bond ETF (GOVT) stake by 52% in Q2 2026, selling an estimated $1.84M and leaving 74,034 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #147.

Patriot Financial Group Insurance Agency first reported a position in GOVT in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.56M in Q1 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 74,034 shares of iShares US Treasury Bond ETF worth $1.69M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 80,908 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.84M.
  • iShares US Treasury Bond ETF made up 0.17% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #147 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's iShares US Treasury Bond ETF position peaked at $3.56M in Q1 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.