AlphaCore Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

AlphaCore Capital’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	$79.6K	Buy	3,495 +828	+31%	+$18.9K	﹤0.01%	1236
2026 Q1	$61.1K	Buy	2,667 +2,309	+645%	+$53.2K	﹤0.01%	987
2025 Q4	$8.24K	Hold	358	–	–	﹤0.01%	1331
2025 Q3	$8.28K	Sell	358 -4	-1%	-$92	﹤0.01%	999
2025 Q2	$8.32K	Sell	362 -3,854	-91%	-$87.8K	﹤0.01%	968
2025 Q1	$96.9K	Buy	4,216 +3,858	+1,078%	+$87.4K	0.01%	524
2024 Q4	$8.23K	Sell	358 -309	-46%	-$7.05K	﹤0.01%	248
2024 Q3	$15.6K	Hold	667	–	–	﹤0.01%	239
2024 Q2	$15.1K	Sell	667 -128	-16%	-$2.87K	﹤0.01%	217
2024 Q1	$18.1K	Buy	795 +128	+19%	+$2.91K	﹤0.01%	164
2023 Q4	$15.4K	Hold	667	–	–	﹤0.01%	322
2023 Q3	$14.7K	Buy	667 +309	+86%	+$6.96K	﹤0.01%	317
2023 Q2	$8.2K	Buy	+358	New	+$8.3K	﹤0.01%	307
2021 Q4	–	Sell	-19,403	Closed	-$515K	–	105
2021 Q3	$515K	Buy	+19,403	New	+$520K	0.26%	28

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

AlphaCore Capital's GOVT Position: Q2 2026 in Review

AlphaCore Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 31% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,495 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

AlphaCore Capital first reported a position in GOVT in Q3 2021 and has held it in 14 quarters since. The position peaked at $515K in Q3 2021. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

AlphaCore Capital held 3,495 shares of iShares US Treasury Bond ETF worth $79.6K as of Q2 2026.
AlphaCore Capital bought 828 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $18.9K.
iShares US Treasury Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1236 holding.
AlphaCore Capital first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
AlphaCore Capital's iShares US Treasury Bond ETF position peaked at $515K in Q3 2021.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.