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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Resurgent Financial Advisors's GOVT Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 30,253 shares worth $693K. The stake represents 0.25% of the portfolio and ranks #98 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in GOVT as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in GOVT in Q2 2022 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Resurgent Financial Advisors held 30,253 shares of iShares US Treasury Bond ETF worth $693K as of Q1 2026.
iShares US Treasury Bond ETF was a new Resurgent Financial Advisors position in Q1 2026.
iShares US Treasury Bond ETF made up 0.25% of Resurgent Financial Advisors's portfolio in Q1 2026, its #98 holding.
Resurgent Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.