Silver Grove Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Silver Grove Financial 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	$34.2K	Buy	1,501 +1,327	+763%	+$30.2K	0.02%	473
2026 Q1	$3.99K	Sell	174 -1,629	-90%	-$37.6K	﹤0.01%	371
2025 Q4	$41.5K	Buy	+1,803	New	+$41.7K	0.04%	129

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

Silver Grove Financial Group's GOVT Position: Q2 2026 in Review

Silver Grove Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 763% in Q2 2026, buying an estimated $30.2K and bringing the position to 1,501 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #473.

Silver Grove Financial Group first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.5K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Silver Grove Financial Group held 1,501 shares of iShares US Treasury Bond ETF worth $34.2K as of Q2 2026.
Silver Grove Financial Group bought 1,327 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares US Treasury Bond ETF made up 0.02% of Silver Grove Financial Group's portfolio in Q2 2026, its #473 holding.
Silver Grove Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Silver Grove Financial Group's iShares US Treasury Bond ETF position peaked at $41.5K in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.