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GOVT icon

SWMG LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

SWMG LLC’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 		$4.19M Sell
185,862
-1,737
-0.9% -$39.6K 0.99% 21
2026
Q1 		$4.3M Buy
187,599
+52,313
+39% +$1.21M 1.23% 21
2025
Q4 		$3.12M Buy
135,286
+3,200
+2% +$74.1K 0.87% 21
2025
Q3 		$3.08M Sell
132,086
-34,383
-21% -$788K 0.93% 21
2025
Q2 		$3.79M Sell
166,469
-13,689
-8% -$312K 1.27% 19
2025
Q1 		$4.13M Buy
180,158
+40,191
+29% +$911K 1.64% 17
2024
Q4 		$3.15M Buy
139,967
+9,408
+7% +$215K 1.25% 20
2024
Q3 		$2.95M Buy
130,559
+12,730
+11% +$295K 1.22% 19
2024
Q2 		$2.66M Sell
117,829
-25,301
-18% -$567K 1.18% 18
2024
Q1 		$3.26M Buy
143,130
+58,325
+69% +$1.33M 1.47% 16
2023
Q4 		$1.95M Sell
84,805
-3,560
-4% -$79.2K 0.93% 21
2023
Q3 		$1.95M Sell
88,365
-83,543
-49% -$1.88M 1.02% 19
2023
Q2 		$3.94M Sell
171,908
-22,409
-12% -$520K 2.06% 13
2023
Q1 		$4.54M Sell
194,317
-36,196
-16% -$836K 2.53% 11
2022
Q4 		$5.24M Sell
230,513
-100,673
-30% -$2.29M 3.17% 7
2022
Q3 		$7.54M Buy
+331,186
New +$7.85M 4.92% 4
2022
Q1 		$3.62M Buy
145,276
+13,405
+10% +$343K 1.98% 11
2021
Q4 		$3.52M Buy
131,871
+4,485
+4% +$119K 1.87% 13
2021
Q3 		$3.38M Sell
127,386
-62,045
-33% -$1.66M 1.96% 12
2021
Q2 		$5.04M Sell
189,431
-9,291
-5% -$245K 2.97% 9
2021
Q1 		$5.21M Buy
198,722
+5,781
+3% +$154K 3.56% 9
2020
Q4 		$5.23M Buy
+192,941
New +$5.32M 3.83% 8

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWMG LLC's GOVT Position: Q2 2026 in Review

SWMG LLC reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.93% in Q2 2026, selling an estimated $39.6K and leaving 185,862 shares worth $4.19M. The position accounts for 0.99% of the portfolio, ranked #21.

SWMG LLC first reported a position in GOVT in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.54M in Q3 2022. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SWMG LLC held 185,862 shares of iShares US Treasury Bond ETF worth $4.19M as of Q2 2026.
  • SWMG LLC sold 1,737 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $39.6K.
  • iShares US Treasury Bond ETF made up 0.99% of SWMG LLC's portfolio in Q2 2026, its #21 holding.
  • SWMG LLC first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's iShares US Treasury Bond ETF position peaked at $7.54M in Q3 2022.
  • 456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.