Prospera Financial Services
GOVT icon

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
Q3 		$1.61M Sell
72,338
-1,668
-2% -$37.4K 0.02% 659
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% +$4.7K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Prospera Financial Services's GOVT Position: Q3 2026 in Review

Prospera Financial Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.3% in Q3 2026, selling an estimated $37.4K and leaving 72,338 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #659.

Prospera Financial Services first reported a position in GOVT in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.12M in Q4 2023. 633 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Prospera Financial Services held 72,338 shares of iShares US Treasury Bond ETF worth $1.61M as of Q3 2026.
  • Prospera Financial Services sold 1,668 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $37.4K.
  • iShares US Treasury Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #659 holding.
  • Prospera Financial Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Prospera Financial Services's iShares US Treasury Bond ETF position peaked at $3.12M in Q4 2023.
  • 633 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.