Resurgent Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Resurgent Financial 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	$740K	Buy	32,478 +2,225	+7%	+$50.7K	0.21%	113
2026 Q1	$693K	Buy	+30,253	New	+$697K	0.25%	98
2024 Q1	–	Sell	-936	Closed	-$21.6K	–	303
2023 Q4	$21.6K	Sell	936 -1,453	-61%	-$32.3K	0.01%	477
2023 Q3	$52.7K	Sell	2,389 -12,669	-84%	-$285K	0.04%	316
2023 Q2	$345K	Buy	15,058 +1,893	+14%	+$43.9K	0.23%	99
2023 Q1	$308K	Sell	13,165 -795	-6%	-$18.4K	0.2%	104
2022 Q4	$317K	Sell	13,960 -14,390	-51%	-$327K	0.17%	135
2022 Q3	$645K	Buy	28,350 +3,879	+16%	+$91.9K	0.43%	62
2022 Q2	$585K	Buy	+24,471	New	+$589K	0.38%	81

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

Resurgent Financial Advisors's GOVT Position: Q2 2026 in Review

Resurgent Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 7.4% in Q2 2026, buying an estimated $50.7K and bringing the position to 32,478 shares worth $740K. The position accounts for 0.21% of the portfolio, ranked #113.

Resurgent Financial Advisors first reported a position in GOVT in Q2 2022 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Resurgent Financial Advisors held 32,478 shares of iShares US Treasury Bond ETF worth $740K as of Q2 2026.
Resurgent Financial Advisors bought 2,225 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $50.7K.
iShares US Treasury Bond ETF made up 0.21% of Resurgent Financial Advisors's portfolio in Q2 2026, its #113 holding.
Resurgent Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.