VisionPoint Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

VisionPoint Advisory Group’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 Q3	$4.59M	Buy	210,037 +86,022	+69%	+$1.93M	0.72%	29
2026 Q2	$2.83M	Buy	124,015 +90,486	+270%	+$2.06M	0.46%	54
2026 Q1	$768K	Buy	33,529 +20,323	+154%	+$468K	0.14%	163
2025 Q4	$304K	Buy	13,206 +2,102	+19%	+$48.7K	0.06%	302
2025 Q3	$257K	Buy	11,104 +1,381	+14%	+$31.7K	0.05%	329
2025 Q2	$223K	Buy	+9,723	New	+$221K	0.05%	326
2024 Q3	–	Sell	-557	Closed	-$12.6K	–	456
2024 Q2	$12.6K	Buy	+557	New	+$12.5K	﹤0.01%	473
2021 Q1	–	Sell	-17,178	Closed	-$468K	–	126
2020 Q4	$468K	Sell	17,178 -4,365	-20%	-$120K	0.24%	87
2020 Q3	$602K	Buy	21,543 +853	+4%	+$23.9K	0.26%	55
2020 Q2	$583K	Buy	+20,690	New	+$579K	0.24%	48

Other funds holding GOVT

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

VisionPoint Advisory Group's GOVT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 69% in Q3 2026, buying an estimated $1.93M and bringing the position to 210,037 shares worth $4.59M. The position accounts for 0.72% of the portfolio, ranked #29.

VisionPoint Advisory Group first reported a position in GOVT in Q2 2020 and has held it in 10 quarters since. 38 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

VisionPoint Advisory Group held 210,037 shares of iShares US Treasury Bond ETF worth $4.59M as of Q3 2026.
VisionPoint Advisory Group bought 86,022 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $1.93M.
iShares US Treasury Bond ETF made up 0.72% of VisionPoint Advisory Group's portfolio in Q3 2026, its #29 holding.
VisionPoint Advisory Group first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 10 quarters since.
38 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.