Bank of Marin’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bank of Marin’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	$1.05M	Sell	45,891 -17,250	-27%	-$393K	0.73%	39
2026 Q1	$1.45M	Sell	63,141 -843	-1%	-$19.4K	1.06%	24
2025 Q4	$1.47M	Hold	63,984	–	–	1.02%	27
2025 Q3	$1.48M	Hold	63,984	–	–	1.04%	26
2025 Q2	$1.47M	Sell	63,984 -307	-0.5%	-$6.99K	1.11%	23
2025 Q1	$1.48M	Buy	64,291 +11,559	+22%	+$262K	1.88%	12
2024 Q4	$1.21M	Hold	52,732	–	–	0.96%	30
2024 Q3	$1.24M	Buy	52,732 +10,788	+26%	+$250K	1%	27
2024 Q2	$947K	Hold	41,944	–	–	0.81%	34
2024 Q1	$955K	Buy	41,944 +1,764	+4%	+$40.1K	0.84%	35
2023 Q4	$926K	Buy	+40,180	New	+$894K	0.83%	34

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

Bank of Marin's GOVT Position: Q2 2026 in Review

Bank of Marin reduced its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q2 2026, selling an estimated $393K and leaving 45,891 shares worth $1.05M. The position accounts for 0.73% of the portfolio, ranked #39.

Bank of Marin first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Bank of Marin held 45,891 shares of iShares US Treasury Bond ETF worth $1.05M as of Q2 2026.
Bank of Marin sold 17,250 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $393K.
iShares US Treasury Bond ETF made up 0.73% of Bank of Marin's portfolio in Q2 2026, its #39 holding.
Bank of Marin first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bank of Marin's iShares US Treasury Bond ETF position peaked at $1.48M in Q3 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.