United Capital Financial Advisors’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 | $231M | Buy |
10,130,922
+198,039
| +2% | +$4.51M | 1.27% | 15 |
|
|
2026
Q1 | $227M | Buy |
9,932,883
+2,332,746
| +31% | +$53.8M | 1.4% | 14 |
|
|
2025
Q4 | $175M | Sell |
7,600,137
-289,705
| -4% | -$6.71M | 1.05% | 16 |
|
|
2025
Q3 | $182M | Buy |
7,889,842
+57,726
| +0.7% | +$1.32M | 1.31% | 15 |
|
|
2025
Q2 | $180M | Sell |
7,832,116
-293,462
| -4% | -$6.68M | 1.45% | 13 |
|
|
2025
Q1 | $187M | Buy |
8,125,578
+262,702
| +3% | +$5.95M | 1.6% | 11 |
|
|
2024
Q4 | $181M | Sell |
7,862,876
-235,637
| -3% | -$5.38M | 1.53% | 12 |
|
|
2024
Q3 | $190M | Buy |
8,098,513
+321,603
| +4% | +$7.45M | 1.56% | 11 |
|
|
2024
Q2 | $176M | Buy |
7,776,910
+22,639
| +0.3% | +$508K | 1.51% | 12 |
|
|
2024
Q1 | $177M | Sell |
7,754,271
-126,229
| -2% | -$2.87M | 1.45% | 12 |
|
|
2023
Q4 | $182M | Sell |
7,880,500
-5,798,574
| -42% | -$129M | 1.51% | 11 |
|
|
2023
Q3 | $301M | Sell |
13,679,074
-7,342,245
| -35% | -$165M | 1.98% | 8 |
|
|
2023
Q2 | $481M | Sell |
21,021,319
-99,097
| -0.5% | -$2.3M | 2.62% | 5 |
|
|
2023
Q1 | $494M | Buy |
21,120,416
+411,344
| +2% | +$9.5M | 2.76% | 5 |
|
|
2022
Q4 | $471M | Sell |
20,709,072
-1,903,116
| -8% | -$43.3M | 2.64% | 5 |
|
|
2022
Q3 | $515M | Sell |
22,612,188
-783,676
| -3% | -$18.6M | 3.04% | 4 |
|
|
2022
Q2 | $559M | Sell |
23,395,864
-1,509,509
| -6% | -$36.3M | 3.07% | 4 |
|
|
2022
Q1 | $620M | Sell |
24,905,373
-868,559
| -3% | -$22.2M | 3.01% | 6 |
|
|
2021
Q4 | $688M | Buy |
25,773,932
+642,016
| +3% | +$17M | 3.17% | 5 |
|
|
2021
Q3 | $667M | Buy |
25,131,916
+49,686
| +0.2% | +$1.33M | 3.33% | 3 |
|
|
2021
Q2 | $667M | Buy |
25,082,230
+488,002
| +2% | +$12.9M | 3.36% | 3 |
|
|
2021
Q1 | $644M | Buy |
24,594,228
+1,348,415
| +6% | +$36M | 3.56% | 2 |
|
|
2020
Q4 | $633M | Buy |
23,245,813
+2,668,373
| +13% | +$73.6M | 3.82% | 1 |
|
|
2020
Q3 | $575M | Buy |
20,577,440
+988,815
| +5% | +$27.7M | 3.75% | 1 |
|
|
2020
Q2 | $548M | Buy |
19,588,625
+2,377,071
| +14% | +$66.5M | 3.99% | 1 |
|
|
2020
Q1 | $479M | Sell |
17,211,554
-2,599,942
| -13% | -$69.8M | 3.96% | 1 |
|
|
2019
Q4 | $514M | Sell |
19,811,496
-623,559
| -3% | -$16.3M | 3.32% | 1 |
|
|
2019
Q3 | $538M | Sell |
20,435,055
-734,167
| -3% | -$19.2M | 3.76% | 1 |
|
|
2019
Q2 | $546M | Buy |
21,169,222
+1,802,279
| +9% | +$45.6M | 3.57% | 1 |
|
|
2019
Q1 | $489M | Buy |
19,366,943
+1,712,357
| +10% | +$42.6M | 3.44% | 1 |
|
|
2018
Q4 | $435M | Sell |
17,654,586
-1,003,715
| -5% | -$24.4M | 3.46% | 1 |
|
|
2018
Q3 | $454M | Buy |
18,658,301
+388,907
| +2% | +$9.53M | 3.19% | 1 |
|
|
2018
Q2 | $450M | Buy |
18,269,394
+861,399
| +5% | +$21.1M | 3.35% | 1 |
|
|
2018
Q1 | $430M | Buy |
17,407,995
+1,443,028
| +9% | +$35.6M | 3.28% | 1 |
|
|
2017
Q4 | $400M | Buy |
15,964,967
+733,179
| +5% | +$18.4M | 3.16% | 1 |
|
|
2017
Q3 | $384M | Buy |
15,231,788
+790,122
| +5% | +$20M | 3.26% | 1 |
|
|
2017
Q2 | $365M | Buy |
14,441,666
+1,500,865
| +12% | +$37.9M | 3.27% | 1 |
|
|
2017
Q1 | $324M | Buy |
12,940,801
+1,661,899
| +15% | +$41.5M | 3.02% | 1 |
|
|
2016
Q4 | $281M | Buy |
11,278,902
+464,356
| +4% | +$11.8M | 2.73% | 2 |
|
|
2016
Q3 | $282M | Buy |
10,814,546
+10,522,732
| +3,606% | +$275M | 2.74% | 2 |
|
|
2016
Q2 | $7.59M | Buy |
+291,814
| New | +$7.54M | 0.08% | 301 |
|
Other funds holding GOVT
TWIM
United Capital Financial Advisors's GOVT Position: Q2 2026 in Review
United Capital Financial Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q2 2026, buying an estimated $4.51M and bringing the position to 10,130,922 shares worth $231M. The position accounts for 1.27% of the portfolio, ranked #15.
United Capital Financial Advisors first reported a position in GOVT in Q2 2016 and has held it in 41 quarters since. The position peaked at $688M in Q4 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.
- United Capital Financial Advisors held 10,130,922 shares of iShares US Treasury Bond ETF worth $231M as of Q2 2026.
- United Capital Financial Advisors bought 198,039 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.51M.
- iShares US Treasury Bond ETF made up 1.27% of United Capital Financial Advisors's portfolio in Q2 2026, its #15 holding.
- United Capital Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2016 and has held it in 41 quarters since.
- United Capital Financial Advisors's iShares US Treasury Bond ETF position peaked at $688M in Q4 2021.
- 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.