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Spinnaker Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Spinnaker Investment 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
Q3 		$215K Sell
9,825
-157
-2% -$3.52K 0.03% 169
2026
Q2 		$227K Buy
+9,982
New +$227K 0.04% 161

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Spinnaker Investment Group's GOVT Position: Q3 2026 in Review

Spinnaker Investment Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.6% in Q3 2026, selling an estimated $3.52K and leaving 9,825 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #169.

Spinnaker Investment Group first reported a position in GOVT in Q2 2026 and has held it in 2 quarters since. The position peaked at $227K in Q2 2026. 76 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Spinnaker Investment Group held 9,825 shares of iShares US Treasury Bond ETF worth $215K as of Q3 2026.
  • Spinnaker Investment Group sold 157 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $3.52K.
  • iShares US Treasury Bond ETF made up 0.03% of Spinnaker Investment Group's portfolio in Q3 2026, its #169 holding.
  • Spinnaker Investment Group first reported a position in iShares US Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Spinnaker Investment Group's iShares US Treasury Bond ETF position peaked at $227K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.