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Stableford Capital II’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stableford Capital II’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 		$255K Sell
11,204
-82,373
-88% -$1.88M 0.09% 140
2026
Q1 		$2.14M Sell
93,577
-2,447
-3% -$56.4K 0.8% 28
2025
Q4 		$2.21M Buy
96,024
+67,747
+240% +$1.57M 0.8% 33
2025
Q3 		$654K Buy
28,277
+1,643
+6% +$37.7K 0.24% 111
2025
Q2 		$607K Hold
26,634
– – 0.23% 104
2025
Q1 		$608K Buy
26,634
+2,181
+9% +$49.4K 0.26% 90
2024
Q4 		$562K Sell
24,453
-22,085
-47% -$504K 0.22% 105
2024
Q3 		$1.07M Buy
46,538
+3,880
+9% +$89.8K 0.43% 70
2024
Q2 		$975K Buy
42,658
+279
+0.7% +$6.26K 0.38% 83
2024
Q1 		$965K Sell
42,379
-1,751
-4% -$39.8K 0.39% 71
2023
Q4 		$1.01M Sell
44,130
-131
-0.3% -$2.92K 0.43% 51
2023
Q3 		$965K Hold
44,261
– – 0.44% 39
2023
Q2 		$997K Buy
+44,261
New +$1.03M 0.44% 44
2023
Q1 		– Sell
-532,985
Closed -$12.4M – 104
2022
Q4 		$12.4M Buy
532,985
+923
+0.2% +$21K 6.7% 2
2022
Q3 		$11.8M Buy
+532,062
New +$12.6M 5.72% 3

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

Stableford Capital II's GOVT Position: Q2 2026 in Review

Stableford Capital II reduced its iShares US Treasury Bond ETF (GOVT) stake by 88% in Q2 2026, selling an estimated $1.88M and leaving 11,204 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #140.

Stableford Capital II first reported a position in GOVT in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q4 2022. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stableford Capital II held 11,204 shares of iShares US Treasury Bond ETF worth $255K as of Q2 2026.
  • Stableford Capital II sold 82,373 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.88M.
  • iShares US Treasury Bond ETF made up 0.09% of Stableford Capital II's portfolio in Q2 2026, its #140 holding.
  • Stableford Capital II first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Stableford Capital II's iShares US Treasury Bond ETF position peaked at $12.4M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.