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

Sunrise 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	$251	Sell	11 -2,862	-100%	-$65.2K	﹤0.01%	569
2026 Q1	$65.8K	Buy	+2,873	New	+$66.2K	0.05%	99

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

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

Sunrise Financial Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 100% in Q2 2026, selling an estimated $65.2K and leaving 11 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Sunrise Financial Services first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $65.8K in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sunrise Financial Services held 11 shares of iShares US Treasury Bond ETF worth $251 as of Q2 2026.
Sunrise Financial Services sold 2,862 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $65.2K.
iShares US Treasury Bond ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #569 holding.
Sunrise Financial Services first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
Sunrise Financial Services's iShares US Treasury Bond ETF position peaked at $65.8K in Q1 2026.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.