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

SWP 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
Q2 		$8.67M Buy
380,597
+23,510
+7% +$535K 4.01% 7
2026
Q1 		$8.18M Buy
357,087
+266,779
+295% +$6.15M 4.17% 7
2025
Q4 		$2.08M Buy
90,308
+3,318
+4% +$76.8K 1.04% 29
2025
Q3 		$2.01M Buy
86,990
+3,125
+4% +$71.7K 1.02% 29
2025
Q2 		$1.93M Buy
83,865
+506
+0.6% +$11.5K 1.06% 29
2025
Q1 		$1.92M Buy
83,359
+3,236
+4% +$73.3K 1.17% 22
2024
Q4 		$1.84M Buy
+80,123
New +$1.83M 1.11% 26

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

SWP Financial's GOVT Position: Q2 2026 in Review

SWP Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 6.6% in Q2 2026, buying an estimated $535K and bringing the position to 380,597 shares worth $8.67M. The position accounts for 4.01% of the portfolio, ranked #7.

SWP Financial first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SWP Financial held 380,597 shares of iShares US Treasury Bond ETF worth $8.67M as of Q2 2026.
  • SWP Financial bought 23,510 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $535K.
  • iShares US Treasury Bond ETF made up 4.01% of SWP Financial's portfolio in Q2 2026, its #7 holding.
  • SWP Financial first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.