Beacon Capital Management LLC (Tennessee)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$1.26M	Buy	+55,509	New	+$1.26M	0.19%	56
2025 Q3	–	Sell	-667	Closed	-$15.3K	–	482
2025 Q2	$15.3K	Buy	667 +22	+3%	+$501	﹤0.01%	547
2025 Q1	$14.8K	Hold	645	–	–	﹤0.01%	543
2024 Q4	$14.8K	Sell	645 -2,694	-81%	-$61.5K	﹤0.01%	531
2024 Q3	$78.3K	Buy	3,339 +3,072	+1,151%	+$71.1K	0.01%	236
2024 Q2	$6.03K	Buy	+267	New	+$5.99K	﹤0.01%	668
2023 Q4	–	Sell	-2,797	Closed	-$64.1K	–	1011
2023 Q3	$64.1K	Hold	2,797	–	–	0.02%	208
2023 Q2	$64.1K	Buy	2,797 +2,533	+959%	+$58.8K	0.02%	208
2023 Q1	$6.17K	Sell	264 -567	-68%	-$13.1K	﹤0.01%	590
2022 Q4	$18.9K	Buy	+831	New	+$18.9K	0.01%	387

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

Beacon Capital Management LLC (Tennessee)'s GOVT Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 55,509 shares worth $1.26M. The stake represents 0.19% of the portfolio and ranks #56 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in GOVT as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in GOVT in Q4 2022 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 55,509 shares of iShares US Treasury Bond ETF worth $1.26M as of Q2 2026.
iShares US Treasury Bond ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
iShares US Treasury Bond ETF made up 0.19% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #56 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.