Petix & Botte Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Petix & Botte Financial’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	$463K	Buy	+20,321	New	+$463K	0.09%	96
2026 Q1	–	Sell	-20,982	Closed	-$484K	–	94
2025 Q4	$483K	Buy	20,982 +3,234	+18%	+$74.9K	0.11%	85
2025 Q3	$410K	Sell	17,748 -1,461	-8%	-$33.5K	0.09%	93
2025 Q2	$441K	Sell	19,209 -516	-3%	-$11.8K	0.11%	95
2025 Q1	$453K	Sell	19,725 -4,915	-20%	-$111K	0.12%	86
2024 Q4	$566K	Sell	24,640 -1,901	-7%	-$43.4K	0.15%	80
2024 Q3	$622K	Sell	26,541 -23	-0.1%	-$533	0.17%	66
2024 Q2	$600K	Sell	26,564 -508,268	-95%	-$11.4M	0.17%	66
2024 Q1	$12.2M	Buy	+534,832	New	+$12.2M	3.03%	8

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Petix & Botte Financial's GOVT Position: Q2 2026 in Review

Petix & Botte Financial opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 20,321 shares worth $463K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings. This is a return to the name: Petix & Botte Financial previously reported a position in GOVT as recently as Q4 2025.

Petix & Botte Financial first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q1 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Petix & Botte Financial held 20,321 shares of iShares US Treasury Bond ETF worth $463K as of Q2 2026.
iShares US Treasury Bond ETF was a new Petix & Botte Financial position in Q2 2026.
iShares US Treasury Bond ETF made up 0.09% of Petix & Botte Financial's portfolio in Q2 2026, its #96 holding.
Petix & Botte Financial first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Petix & Botte Financial's iShares US Treasury Bond ETF position peaked at $12.2M in Q1 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.