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

Sovereign 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 Q1	$491K	Buy	+21,426	New	+$494K	0.09%	211
2023 Q3	–	Sell	-37,834	Closed	-$866K	–	241
2023 Q2	$866K	Buy	37,834 +10,890	+40%	+$253K	0.28%	85
2023 Q1	$630K	Buy	+26,944	New	+$622K	0.23%	106
2022 Q4	–	Sell	-33,742	Closed	-$768K	–	223
2022 Q3	$768K	Buy	33,742 +8,352	+33%	+$198K	0.31%	79
2022 Q2	$607K	Buy	25,390 +3,988	+19%	+$96K	0.24%	94
2022 Q1	$533K	Sell	21,402 -62	-0.3%	-$1.59K	0.2%	110
2021 Q4	$573K	Buy	+21,464	New	+$568K	0.23%	107

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

Sovereign Financial Group's GOVT Position: Q1 2026 in Review

Sovereign Financial Group opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 21,426 shares worth $491K. The stake represents 0.09% of the portfolio and ranks #211 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in GOVT as recently as Q2 2023.

Sovereign Financial Group first reported a position in GOVT in Q4 2021 and has held it in 7 quarters since. The position peaked at $866K in Q2 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Sovereign Financial Group held 21,426 shares of iShares US Treasury Bond ETF worth $491K as of Q1 2026.
iShares US Treasury Bond ETF was a new Sovereign Financial Group position in Q1 2026.
iShares US Treasury Bond ETF made up 0.09% of Sovereign Financial Group's portfolio in Q1 2026, its #211 holding.
Sovereign Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Sovereign Financial Group's iShares US Treasury Bond ETF position peaked at $866K in Q2 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.