Steward Partners Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.2M Buy
754,954
+23,679
+3% +$539K 0.09% 227
2026
Q1
$16.8M Buy
731,275
+287,930
+65% +$6.64M 0.09% 211
2025
Q4
$10.2M Buy
443,345
+5,936
+1% +$137K 0.06% 290
2025
Q3
$10.1M Buy
437,409
+12,177
+3% +$279K 0.06% 279
2025
Q2
$9.77M Buy
425,232
+662
+0.2% +$15.1K 0.08% 250
2025
Q1
$9.76M Buy
424,570
+4,818
+1% +$109K 0.09% 230
2024
Q4
$9.65M Sell
419,752
-9,677
-2% -$221K 0.09% 227
2024
Q3
$10.1M Sell
429,429
-16,679
-4% -$386K 0.09% 214
2024
Q2
$10.1M Sell
446,108
-147,470
-25% -$3.31M 0.11% 190
2024
Q1
$13.5M Sell
593,578
-8,875
-1% -$202K 0.15% 150
2023
Q4
$13.9M Sell
602,453
-577,082
-49% -$12.8M 0.19% 121
2023
Q3
$26M Sell
1,179,535
-127,970
-10% -$2.88M 0.4% 51
2023
Q2
$29.9M Buy
1,307,505
+171,516
+15% +$3.98M 0.45% 43
2023
Q1
$26.6M Buy
1,135,989
+824,594
+265% +$19M 0.43% 47
2022
Q4
$7.07M Sell
311,395
-194,670
-38% -$4.42M 0.12% 187
2022
Q3
$11.5M Buy
506,065
+117,651
+30% +$2.79M 0.22% 109
2022
Q2
$9.28M Sell
388,414
-4,854
-1% -$117K 0.17% 138
2022
Q1
$9.8M Buy
393,268
+82,380
+26% +$2.11M 0.15% 159
2021
Q4
$8.29M Sell
310,888
-40,594
-12% -$1.07M 0.13% 183
2021
Q3
$9.32M Sell
351,482
-57,518
-14% -$1.54M 0.16% 146
2021
Q2
$10.9M Buy
409,000
+1,613
+0.4% +$42.6K 0.18% 123
2021
Q1
$10.7M Buy
407,387
+29,589
+8% +$791K 0.19% 130
2020
Q4
$10.3M Sell
377,798
-2,855
-0.8% -$78.8K 0.22% 117
2020
Q3
$10.6M Sell
380,653
-41,757
-10% -$1.17M 0.27% 93
2020
Q2
$11.8M Sell
422,410
-20,691
-5% -$579K 0.34% 70
2020
Q1
$12.4M Buy
443,101
+40,575
+10% +$1.09M 0.45% 51
2019
Q4
$10.4M Buy
402,526
+51,311
+15% +$1.34M 0.31% 77
2019
Q3
$9.24M Buy
351,215
+177,737
+102% +$4.64M 0.31% 74
2019
Q2
$4.48M Buy
173,478
+64,569
+59% +$1.63M 0.16% 135
2019
Q1
$2.75M Buy
108,909
+11,159
+11% +$277K 0.12% 184
2018
Q4
$2.41M Buy
97,750
+48,046
+97% +$1.17M 0.12% 195
2018
Q3
$1.21M Sell
49,704
-1,450
-3% -$35.5K 0.06% 301
2018
Q2
$1.26M Buy
51,154
+8,085
+19% +$198K 0.08% 257
2018
Q1
$1.06M Buy
43,069
+14,520
+51% +$358K 0.07% 257
2017
Q4
$716K Buy
28,549
+1,739
+6% +$43.7K 0.05% 298
2017
Q3
$676K Buy
26,810
+152
+0.6% +$3.85K 0.07% 246
2017
Q2
$673K Buy
26,658
+8,051
+43% +$203K 0.08% 233
2017
Q1
$466K Buy
18,607
+6,922
+59% +$173K 0.07% 204
2016
Q4
$291K Buy
+11,685
New +$296K 0.13% 142

Other funds holding GOVT

Steward Partners Investment Advisory's GOVT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 3.2% in Q2 2026, buying an estimated $539K and bringing the position to 754,954 shares worth $17.2M. The position accounts for 0.09% of the portfolio, ranked #227.

Steward Partners Investment Advisory first reported a position in GOVT in Q4 2016 and has held it in 39 quarters since. The position peaked at $29.9M in Q2 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Steward Partners Investment Advisory held 754,954 shares of iShares US Treasury Bond ETF worth $17.2M as of Q2 2026.
  • Steward Partners Investment Advisory bought 23,679 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $539K.
  • iShares US Treasury Bond ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #227 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares US Treasury Bond ETF position peaked at $29.9M in Q2 2023.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.