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

Aspire Private 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	$798K	Buy	35,044 +493	+1%	+$11.2K	0.17%	111
2026 Q1	$792K	Buy	+34,551	New	+$796K	0.18%	110
2025 Q3	–	Sell	-9,836	Closed	-$226K	–	177
2025 Q2	$226K	Buy	9,836 +938	+11%	+$21.4K	0.05%	174
2025 Q1	$205K	Sell	8,898 -1,384	-13%	-$31.4K	0.05%	173
2024 Q4	$236K	Buy	10,282 +3,770	+58%	+$86K	0.06%	158
2024 Q3	$153K	Buy	6,512 +1,054	+19%	+$24.4K	0.04%	177
2024 Q2	$123K	Buy	5,458 +316	+6%	+$7.08K	0.03%	183
2024 Q1	$117K	Buy	5,142 +569	+12%	+$12.9K	0.03%	181
2023 Q4	$105K	Sell	4,573 -651	-12%	-$14.5K	0.03%	175
2023 Q3	$115K	Sell	5,224 -25,575	-83%	-$576K	0.04%	157
2023 Q2	$705K	Sell	30,799 -1,218	-4%	-$28.3K	0.22%	69
2023 Q1	$749K	Buy	32,017 +5,951	+23%	+$137K	0.25%	56
2022 Q4	$592K	Sell	26,066 -20,574	-44%	-$468K	0.21%	75
2022 Q3	$1.06M	Buy	46,640 +188	+0.4%	+$4.45K	0.4%	40
2022 Q2	$1.11M	Buy	46,452 +179	+0.4%	+$4.31K	0.4%	40
2022 Q1	$1.15M	Buy	46,273 +887	+2%	+$22.7K	0.37%	40
2021 Q4	$1.21M	Sell	45,386 -9,651	-18%	-$256K	0.38%	43
2021 Q3	$1.46M	Sell	55,037 -4,212	-7%	-$113K	0.49%	37
2021 Q2	$1.58M	Buy	59,249 +19,904	+51%	+$525K	0.51%	35
2021 Q1	$1.03M	Buy	39,345 +16,394	+71%	+$438K	0.36%	45
2020 Q4	$625K	Buy	22,951 +4,939	+27%	+$136K	0.24%	65
2020 Q3	$503K	Sell	18,012 -8,087	-31%	-$227K	0.21%	70
2020 Q2	$731K	Buy	26,099 +2,753	+12%	+$77K	0.34%	52
2020 Q1	$654K	Sell	23,346 -5,801	-20%	-$156K	0.36%	45
2019 Q4	$756K	Buy	29,147 +4,987	+21%	+$130K	0.33%	59
2019 Q3	$636K	Buy	24,160 +2,008	+9%	+$52.4K	0.3%	61
2019 Q2	$572K	Buy	22,152 +16,513	+293%	+$418K	0.27%	75
2019 Q1	$142K	Buy	5,639 +3,506	+164%	+$87.2K	0.07%	139
2018 Q4	$53K	Buy	+2,133	New	+$51.9K	0.03%	210

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

Aspire Private Capital's GOVT Position: Q2 2026 in Review

Aspire Private Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 1.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 35,044 shares worth $798K. The position accounts for 0.17% of the portfolio, ranked #111.

Aspire Private Capital first reported a position in GOVT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.58M in Q2 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Aspire Private Capital held 35,044 shares of iShares US Treasury Bond ETF worth $798K as of Q2 2026.
Aspire Private Capital bought 493 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares US Treasury Bond ETF made up 0.17% of Aspire Private Capital's portfolio in Q2 2026, its #111 holding.
Aspire Private Capital first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
Aspire Private Capital's iShares US Treasury Bond ETF position peaked at $1.58M in Q2 2021.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.