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 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

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

VisionPoint Advisory Group's GOVT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares US Treasury Bond ETF (GOVT) stake by 270% in Q2 2026, buying an estimated $2.06M and bringing the position to 124,015 shares worth $2.83M. The position accounts for 0.46% of the portfolio, ranked #54.

VisionPoint Advisory Group first reported a position in GOVT in Q2 2020 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

VisionPoint Advisory Group held 124,015 shares of iShares US Treasury Bond ETF worth $2.83M as of Q2 2026.
VisionPoint Advisory Group bought 90,486 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.06M.
iShares US Treasury Bond ETF made up 0.46% of VisionPoint Advisory Group's portfolio in Q2 2026, its #54 holding.
VisionPoint Advisory Group first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 9 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.