Security Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Security 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 Q2	$3.47M	Buy	152,223 +14,870	+11%	+$339K	0.48%	48
2026 Q1	$3.15M	Buy	137,353 +125,744	+1,083%	+$2.9M	0.5%	46
2025 Q4	$267K	Sell	11,609 -2,508	-18%	-$58.1K	0.04%	189
2025 Q3	$326K	Buy	14,117 +530	+4%	+$12.2K	0.05%	173
2025 Q2	$312K	Sell	13,587 -58	-0.4%	-$1.32K	0.06%	157
2025 Q1	$314K	Buy	13,645 +166	+1%	+$3.76K	0.06%	144
2024 Q4	$310K	Sell	13,479 -248	-2%	-$5.66K	0.06%	129
2024 Q3	$322K	Sell	13,727 -1,047	-7%	-$24.2K	0.07%	122
2024 Q2	$333K	Buy	14,774 +409	+3%	+$9.17K	0.07%	119
2024 Q1	$327K	Sell	14,365 -8,002	-36%	-$182K	0.07%	134
2023 Q4	$515K	Sell	22,367 -32,318	-59%	-$719K	0.13%	96
2023 Q3	$1.21M	Sell	54,685 -149,714	-73%	-$3.37M	0.34%	52
2023 Q2	$4.68M	Sell	204,399 -14,924	-7%	-$346K	1.33%	22
2023 Q1	$5.13M	Buy	219,323 +55,650	+34%	+$1.29M	1.56%	19
2022 Q4	$3.72M	Sell	163,673 -253,650	-61%	-$5.77M	1.15%	24
2022 Q3	$9.5M	Buy	417,323 +200,489	+92%	+$4.75M	3.24%	5
2022 Q2	$5.18M	Sell	216,834 -19,448	-8%	-$468K	1.65%	12
2022 Q1	$5.89M	Sell	236,282 -82,033	-26%	-$2.1M	1.87%	10
2021 Q4	$8.49M	Buy	+318,315	New	+$8.43M	2.83%	6

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

Security Financial Services's GOVT Position: Q2 2026 in Review

Security Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, buying an estimated $339K and bringing the position to 152,223 shares worth $3.47M. The position accounts for 0.48% of the portfolio, ranked #48.

Security Financial Services first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.5M in Q3 2022. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Security Financial Services held 152,223 shares of iShares US Treasury Bond ETF worth $3.47M as of Q2 2026.
Security Financial Services bought 14,870 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $339K.
iShares US Treasury Bond ETF made up 0.48% of Security Financial Services's portfolio in Q2 2026, its #48 holding.
Security Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's iShares US Treasury Bond ETF position peaked at $9.5M in Q3 2022.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.