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 Q2	$742K	Buy	32,552 +11,126	+52%	+$253K	0.11%	165
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 $1.55T 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

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

Sovereign Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 52% in Q2 2026, buying an estimated $253K and bringing the position to 32,552 shares worth $742K. The position accounts for 0.11% of the portfolio, ranked #165.

Sovereign Financial Group first reported a position in GOVT in Q4 2021 and has held it in 8 quarters since. The position peaked at $866K in Q2 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sovereign Financial Group held 32,552 shares of iShares US Treasury Bond ETF worth $742K as of Q2 2026.
Sovereign Financial Group bought 11,126 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $253K.
iShares US Treasury Bond ETF made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #165 holding.
Sovereign Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
Sovereign Financial Group's iShares US Treasury Bond ETF position peaked at $866K in Q2 2023.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.