Stifel Financial
GOVT icon

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

Stifel Financial’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
Q1 		$56M Buy
2,444,478
+1,576,838
+182% +$36.3M 0.05% 338
2025
Q4 		$20M Buy
867,640
+31,303
+4% +$725K 0.02% 629
2025
Q3 		$19.3M Sell
836,337
-124,107
-13% -$2.85M 0.02% 642
2025
Q2 		$22.1M Buy
960,444
+9,735
+1% +$222K 0.02% 562
2025
Q1 		$21.9M Buy
950,709
+929
+0.1% +$21.1K 0.02% 530
2024
Q4 		$21.8M Buy
949,780
+44,662
+5% +$1.02M 0.02% 544
2024
Q3 		$21.2M Buy
905,118
+5,503
+0.6% +$127K 0.02% 555
2024
Q2 		$20.3M Sell
899,615
-107,087
-11% -$2.4M 0.02% 539
2024
Q1 		$22.9M Buy
1,006,702
+23,375
+2% +$531K 0.03% 502
2023
Q4 		$22.7M Sell
983,327
-866,127
-47% -$19.3M 0.03% 467
2023
Q3 		$40.8M Sell
1,849,454
-587,901
-24% -$13.2M 0.06% 299
2023
Q2 		$55.8M Buy
2,437,355
+414,246
+20% +$9.61M 0.08% 248
2023
Q1 		$47.3M Sell
2,023,109
-16,500,367
-89% -$381M 0.07% 263
2022
Q4 		$421M Buy
18,523,476
+15,924,680
+613% +$362M 0.63% 28
2022
Q3 		$59.1M Buy
2,598,796
+1,489,297
+134% +$35.3M 0.1% 210
2022
Q2 		$26.5M Sell
1,109,499
-208,660
-16% -$5.02M 0.04% 365
2022
Q1 		$32.8M Buy
1,318,159
+262,448
+25% +$6.72M 0.04% 350
2021
Q4 		$28.2M Buy
1,055,711
+139,689
+15% +$3.7M 0.04% 394
2021
Q3 		$24.3M Sell
916,022
-93,325
-9% -$2.5M 0.04% 420
2021
Q2 		$26.8M Buy
1,009,347
+135,671
+16% +$3.58M 0.04% 375
2021
Q1 		$22.9M Buy
873,676
+146,915
+20% +$3.93M 0.04% 392
2020
Q4 		$19.8M Sell
726,761
-16,596
-2% -$458K 0.04% 396
2020
Q3 		$20.8M Buy
743,357
+159,249
+27% +$4.47M 0.04% 343
2020
Q2 		$16.3M Buy
584,108
+55,689
+11% +$1.56M 0.04% 376
2020
Q1 		$14.8M Buy
528,419
+315,895
+149% +$8.48M 0.04% 345
2019
Q4 		$5.51M Buy
212,524
+44,403
+26% +$1.16M 0.01% 849
2019
Q3 		$4.43M Buy
168,121
+43,606
+35% +$1.14M 0.01% 880
2019
Q2 		$3.21M Buy
124,515
+33,123
+36% +$839K 0.01% 1044
2019
Q1 		$2.3M Buy
91,392
+31,121
+52% +$774K 0.01% 1165
2018
Q4 		$1.49M Buy
60,271
+19,112
+46% +$465K ﹤0.01% 1311
2018
Q3 		$1M Sell
41,159
-56,728
-58% -$1.39M ﹤0.01% 1664
2018
Q2 		$2.41M Sell
97,887
-630,157
-87% -$15.4M 0.01% 1106
2018
Q1 		$18M Buy
728,044
+60,461
+9% +$1.49M 0.06% 335
2017
Q4 		$16.7M Buy
667,583
+46,709
+8% +$1.17M 0.05% 354
2017
Q3 		$15.7M Sell
620,874
-15,930
-3% -$404K 0.05% 347
2017
Q2 		$16.1M Buy
636,804
+28,688
+5% +$724K 0.06% 313
2017
Q1 		$15.2M Buy
608,116
+51,204
+9% +$1.28M 0.06% 324
2016
Q4 		$13.9M Buy
556,912
+506,419
+1,003% +$12.8M 0.06% 322
2016
Q3 		$1.32M Sell
50,493
-286
-0.6% -$7.48K 0.01% 1193
2016
Q2 		$1.33M Sell
50,779
-7,912
-13% -$204K 0.01% 1190
2016
Q1 		$1.51M Buy
58,691
+18,103
+45% +$463K 0.01% 1047
2015
Q4 		$1.02M Buy
40,588
+10,277
+34% +$259K 0.01% 1299
2015
Q3 		$770K Buy
+30,311
New +$764K ﹤0.01% 1339

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Stifel Financial's GOVT Position: Q1 2026 in Review

Stifel Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 182% in Q1 2026, buying an estimated $36.3M and bringing the position to 2,444,478 shares worth $56M. The position accounts for 0.05% of the portfolio, ranked #338.

Stifel Financial first reported a position in GOVT in Q3 2015 and has held it in 43 quarters since. The position peaked at $421M in Q4 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Stifel Financial held 2,444,478 shares of iShares US Treasury Bond ETF worth $56M as of Q1 2026.
  • Stifel Financial bought 1,576,838 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $36.3M.
  • iShares US Treasury Bond ETF made up 0.05% of Stifel Financial's portfolio in Q1 2026, its #338 holding.
  • Stifel Financial first reported a position in iShares US Treasury Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Stifel Financial's iShares US Treasury Bond ETF position peaked at $421M in Q4 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.