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Prospera Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Prospera Financial Services’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 Buy
74,006
+4,758
+7% +$108K 0.02% 561
2026
Q1 		$1.59M Sell
69,248
-537
-0.8% -$12.4K 0.03% 560
2025
Q4 		$1.61M Sell
69,785
-3,519
-5% -$81.5K 0.03% 535
2025
Q3 		$1.7M Sell
73,304
-3,396
-4% -$77.9K 0.03% 518
2025
Q2 		$1.76M Buy
76,700
+5,497
+8% +$125K 0.03% 496
2025
Q1 		$1.64M Sell
71,203
-6,464
-8% -$147K 0.04% 432
2024
Q4 		$1.79M Buy
77,667
+493
+0.6% +$11.2K 0.04% 393
2024
Q3 		$1.81M Sell
77,174
-16,922
-18% -$392K 0.05% 355
2024
Q2 		$2.12M Sell
94,096
-12,305
-12% -$276K 0.06% 323
2024
Q1 		$2.42M Sell
106,401
-28,864
-21% -$656K 0.07% 300
2023
Q4 		$3.12M Buy
135,265
+70,836
+110% +$1.58M 0.1% 229
2023
Q3 		$1.42M Buy
64,429
+36,151
+128% +$814K 0.05% 342
2023
Q2 		$648K Buy
28,278
+16,501
+140% +$383K 0.02% 533
2023
Q1 		$275K Buy
11,777
+2,125
+22% +$49.1K 0.01% 809
2022
Q4 		$219K Buy
9,652
+207
+2% +$4.71K 0.01% 819
2022
Q3 		$215K Buy
+9,445
New +$224K 0.01% 759
2022
Q2 		– Sell
-7,144
Closed -$178K – 2015
2022
Q1 		$178K Buy
+7,144
New +$183K 0.01% 918
2020
Q4 		– Sell
-6,183
Closed -$173K – 1029
2020
Q3 		$173K Buy
+6,183
New +$173K 0.07% 272

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Prospera Financial Services's GOVT Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 6.9% in Q2 2026, buying an estimated $108K and bringing the position to 74,006 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #561.

Prospera Financial Services first reported a position in GOVT in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.12M in Q4 2023. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Prospera Financial Services held 74,006 shares of iShares US Treasury Bond ETF worth $1.69M as of Q2 2026.
  • Prospera Financial Services bought 4,758 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares US Treasury Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #561 holding.
  • Prospera Financial Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Prospera Financial Services's iShares US Treasury Bond ETF position peaked at $3.12M in Q4 2023.
  • 215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.