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

Sowell 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	$4.17M	Buy	183,128 +4,493	+3%	+$102K	0.14%	163
2026 Q1	$4.09M	Buy	178,635 +10,861	+6%	+$250K	0.15%	144
2025 Q4	$3.86M	Sell	167,774 -450	-0.3%	-$10.4K	0.14%	143
2025 Q3	$3.89M	Sell	168,224 -3,788	-2%	-$86.9K	0.15%	140
2025 Q2	$3.95M	Sell	172,012 -14,297	-8%	-$326K	0.16%	132
2025 Q1	$4.28M	Sell	186,309 -2,280	-1%	-$51.7K	0.19%	111
2024 Q4	$4.33M	Sell	188,589 -98,673	-34%	-$2.25M	0.23%	106
2024 Q3	$6.74M	Buy	287,262 +87,254	+44%	+$2.02M	0.31%	76
2024 Q2	$4.51M	Buy	200,008 +253	+0.1%	+$5.67K	0.22%	116
2024 Q1	$4.55M	Buy	199,755 +49,879	+33%	+$1.13M	0.21%	116
2023 Q4	$3.45M	Buy	149,876 +94,529	+171%	+$2.1M	0.19%	138
2023 Q3	$1.22M	Sell	55,347 -14	-0%	-$315	0.08%	280
2023 Q2	$1.27M	Sell	55,361 -1,091	-2%	-$25.3K	0.07%	311
2023 Q1	$1.32M	Sell	56,452 -15,361	-21%	-$355K	0.1%	241
2022 Q4	$1.63M	Sell	71,813 -19,769	-22%	-$449K	0.11%	224
2022 Q3	$2.08M	Buy	+91,582	New	+$2.17M	0.21%	130
2022 Q1	–	Sell	-121,999	Closed	-$3.25M	–	289
2021 Q4	$3.25M	Sell	121,999 -11,991	-9%	-$317K	0.19%	125
2021 Q3	$3.56M	Sell	133,990 -16,870	-11%	-$452K	0.24%	105
2021 Q2	$4.01M	Sell	150,860 -53,076	-26%	-$1.4M	0.27%	103
2021 Q1	$5.39M	Buy	203,936 +20,147	+11%	+$538K	0.19%	115
2020 Q4	$5.01M	Sell	183,789 -2,455	-1%	-$67.7K	0.21%	100
2020 Q3	$5.21M	Buy	186,244 +10,854	+6%	+$304K	0.26%	88
2020 Q2	$4.91M	Sell	175,390 -28,924	-14%	-$809K	0.27%	88
2020 Q1	$5.72M	Buy	204,314 +30,000	+17%	+$805K	0.42%	53
2019 Q4	$4.52M	Buy	174,314 +58,963	+51%	+$1.54M	0.34%	58
2019 Q3	$3.04M	Buy	+115,351	New	+$3.01M	0.25%	86
2019 Q1	$1.66M	Buy	65,661 +23,246	+55%	+$578K	0.19%	124
2018 Q4	$1.05M	Buy	+42,415	New	+$1.03M	0.15%	148

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

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

Sowell Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 2.5% in Q2 2026, buying an estimated $102K and bringing the position to 183,128 shares worth $4.17M. The position accounts for 0.14% of the portfolio, ranked #163.

Sowell Financial Services first reported a position in GOVT in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.74M in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sowell Financial Services held 183,128 shares of iShares US Treasury Bond ETF worth $4.17M as of Q2 2026.
Sowell Financial Services bought 4,493 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $102K.
iShares US Treasury Bond ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #163 holding.
Sowell Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
Sowell Financial Services's iShares US Treasury Bond ETF position peaked at $6.74M in Q3 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.