Prosperity Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Prosperity Capital Advisors’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	$20.8M	Buy	912,153 +103,783	+13%	+$2.36M	1.03%	19
2026 Q1	$18.5M	Buy	+808,370	New	+$18.6M	1.05%	22
2024 Q4	–	Sell	-19,808	Closed	-$465K	–	347
2024 Q3	$465K	Sell	19,808 -24,092	-55%	-$558K	0.04%	230
2024 Q2	$991K	Sell	43,900 -56,084	-56%	-$1.26M	0.11%	133
2024 Q1	$2.28M	Buy	+99,984	New	+$2.27M	0.27%	66
2023 Q3	–	Sell	-16,111	Closed	-$369K	–	239
2023 Q2	$369K	Buy	16,111 +4,533	+39%	+$105K	0.05%	167
2023 Q1	$271K	Buy	+11,578	New	+$267K	0.04%	170

Other funds holding GOVT

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 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

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

Prosperity Capital Advisors's GOVT Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, buying an estimated $2.36M and bringing the position to 912,153 shares worth $20.8M. The position accounts for 1.03% of the portfolio, ranked #19.

Prosperity Capital Advisors first reported a position in GOVT in Q1 2023 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Prosperity Capital Advisors held 912,153 shares of iShares US Treasury Bond ETF worth $20.8M as of Q2 2026.
Prosperity Capital Advisors bought 103,783 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.36M.
iShares US Treasury Bond ETF made up 1.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #19 holding.
Prosperity Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.