SFG
GOVT icon

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

Snider 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 		$19M Buy
832,801
+98,619
+13% +$2.25M 4.83% 4
2026
Q1 		$16.8M Buy
734,182
+52,168
+8% +$1.2M 5.08% 4
2025
Q4 		$15.7M Buy
682,014
+44,843
+7% +$1.04M 4.18% 5
2025
Q3 		$14.7M Buy
637,171
+9,558
+2% +$219K 4.02% 5
2025
Q2 		$14.4M Buy
627,613
+8,499
+1% +$194K 4.16% 5
2025
Q1 		$14.2M Buy
619,114
+12,333
+2% +$280K 4.62% 5
2024
Q4 		$13.9M Buy
606,781
+130,749
+27% +$2.98M 4.32% 5
2024
Q3 		$11.2M Buy
476,032
+80,793
+20% +$1.87M 4.09% 4
2024
Q2 		$8.92M Buy
395,239
+301,838
+323% +$6.77M 3.44% 7
2024
Q1 		$2.13M Buy
93,401
+5,514
+6% +$125K 0.89% 34
2023
Q4 		$2.02M Buy
87,887
+1,973
+2% +$43.9K 0.93% 35
2023
Q3 		$1.89M Buy
85,914
+7,570
+10% +$170K 0.92% 33
2023
Q2 		$1.79M Buy
78,344
+969
+1% +$22.5K 0.86% 36
2023
Q1 		$1.81M Buy
77,375
+3,039
+4% +$70.2K 0.96% 33
2022
Q4 		$1.69M Sell
74,336
-2,129
-3% -$48.4K 0.93% 33
2022
Q3 		$1.75M Sell
76,465
-8,335
-10% -$197K 0.95% 33
2022
Q2 		$2.03M Buy
84,800
+3,958
+5% +$95.2K 1.1% 32
2022
Q1 		$2.01M Buy
80,842
+3,149
+4% +$80.6K 0.92% 32
2021
Q4 		$2.04M Sell
77,693
-1,481
-2% -$39.2K 0.86% 35
2021
Q3 		$2.1M Buy
79,174
+5,723
+8% +$153K 0.91% 35
2021
Q2 		$1.97M Buy
+73,451
New +$1.94M 0.93% 35

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
FG
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Snider Financial Group's GOVT Position: Q2 2026 in Review

Snider Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, buying an estimated $2.25M and bringing the position to 832,801 shares worth $19M. The position accounts for 4.83% of the portfolio, ranked #4.

Snider Financial Group first reported a position in GOVT in Q2 2021 and has held it in 21 quarters since. 181 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Snider Financial Group held 832,801 shares of iShares US Treasury Bond ETF worth $19M as of Q2 2026.
  • Snider Financial Group bought 98,619 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.25M.
  • iShares US Treasury Bond ETF made up 4.83% of Snider Financial Group's portfolio in Q2 2026, its #4 holding.
  • Snider Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.