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

Western Financial Corp’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 		$2.64M Buy
115,863
+7,390
+7% +$168K 0.77% 27
2026
Q1 		$2.49M Buy
108,473
+10,401
+11% +$240K 0.97% 22
2025
Q4 		$2.26M Sell
98,072
-1,199
-1% -$27.8K 0.9% 23
2025
Q3 		$2.3M Sell
99,271
-27
-0% -$619 1% 23
2025
Q2 		$2.28M Sell
99,298
-1,198
-1% -$27.3K 1.22% 17
2025
Q1 		$2.31M Sell
100,496
-8,068
-7% -$183K 1.34% 10
2024
Q4 		$2.49M Buy
108,564
+7,911
+8% +$180K 1.37% 9
2024
Q3 		$2.36M Sell
100,653
-60,275
-37% -$1.4M 1.34% 11
2024
Q2 		$3.63M Buy
160,928
+1,252
+0.8% +$28.1K 2.19% 5
2024
Q1 		$3.64M Buy
159,676
+16,878
+12% +$384K 2.23% 4
2023
Q4 		$3.29M Sell
142,798
-38,411
-21% -$855K 2.2% 4
2023
Q3 		$3.99M Sell
181,209
-27,302
-13% -$615K 2.93% 3
2023
Q2 		$4.77M Sell
208,511
-5,793
-3% -$134K 3.25% 3
2023
Q1 		$5.01M Sell
214,304
-19,216
-8% -$444K 3.57% 3
2022
Q4 		$5.31M Sell
233,520
-25,516
-10% -$580K 3.44% 3
2022
Q3 		$5.9M Buy
259,036
+558
+0.2% +$13.2K 4.12% 3
2022
Q2 		$6.18M Sell
258,478
-5,735
-2% -$138K 4.39% 3
2022
Q1 		$6.58M Buy
264,213
+211,147
+398% +$5.41M 3.82% 3
2021
Q4 		$1.42M Buy
53,066
+373
+0.7% +$9.88K 0.74% 28
2021
Q3 		$1.4M Sell
52,693
-5,580
-10% -$149K 0.83% 12
2021
Q2 		$1.55M Buy
58,273
+14,409
+33% +$380K 0.84% 11
2021
Q1 		$1.15M Buy
43,864
+16,237
+59% +$434K 0.7% 11
2020
Q4 		$752K Buy
+27,627
New +$762K 0.49% 33

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

Western Financial Corp's GOVT Position: Q2 2026 in Review

Western Financial Corp increased its iShares US Treasury Bond ETF (GOVT) stake by 6.8% in Q2 2026, buying an estimated $168K and bringing the position to 115,863 shares worth $2.64M. The position accounts for 0.77% of the portfolio, ranked #27.

Western Financial Corp first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.58M in Q1 2022. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Western Financial Corp held 115,863 shares of iShares US Treasury Bond ETF worth $2.64M as of Q2 2026.
  • Western Financial Corp bought 7,390 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $168K.
  • iShares US Treasury Bond ETF made up 0.77% of Western Financial Corp's portfolio in Q2 2026, its #27 holding.
  • Western Financial Corp first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's iShares US Treasury Bond ETF position peaked at $6.58M in Q1 2022.
  • 456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.