Prosperity Consulting Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Prosperity Consulting Group’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	$466K	Sell	20,465 -1,674	-8%	-$38.1K	0.02%	405
2026 Q1	$507K	Buy	22,139 +733	+3%	+$16.9K	0.02%	354
2025 Q4	$493K	Buy	21,406 +2,244	+12%	+$51.9K	0.02%	360
2025 Q3	$443K	Sell	19,162 -4,908	-20%	-$113K	0.02%	355
2025 Q2	$553K	Buy	24,070 +16	+0.1%	+$364	0.04%	292
2025 Q1	$553K	Sell	24,054 -1,010	-4%	-$22.9K	0.04%	289
2024 Q4	$576K	Sell	25,064 -2,416	-9%	-$55.1K	0.04%	295
2024 Q3	$644K	Sell	27,480 -4,713	-15%	-$109K	0.05%	279
2024 Q2	$727K	Sell	32,193 -30,064	-48%	-$674K	0.1%	145
2024 Q1	$1.42M	Buy	+62,257	New	+$1.42M	0.18%	119

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

Prosperity Consulting Group's GOVT Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 7.6% in Q2 2026, selling an estimated $38.1K and leaving 20,465 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #405.

Prosperity Consulting Group first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Prosperity Consulting Group held 20,465 shares of iShares US Treasury Bond ETF worth $466K as of Q2 2026.
Prosperity Consulting Group sold 1,674 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $38.1K.
iShares US Treasury Bond ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #405 holding.
Prosperity Consulting Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's iShares US Treasury Bond ETF position peaked at $1.42M in Q1 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.