Benjamin Edwards Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Benjamin Edwards Inc’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	$261K	Buy	11,452 +1,021	+10%	+$23.3K	﹤0.01%	1291
2026 Q1	$239K	Buy	+10,431	New	+$240K	﹤0.01%	1253
2025 Q4	–	Sell	-12,634	Closed	-$292K	–	1338
2025 Q3	$292K	Buy	+12,634	New	+$290K	﹤0.01%	1110
2020 Q2	–	Sell	-22,017	Closed	-$617K	–	377
2020 Q1	$617K	Buy	+22,017	New	+$591K	0.64%	54

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

Benjamin Edwards Inc's GOVT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 9.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 11,452 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Benjamin Edwards Inc first reported a position in GOVT in Q1 2020 and has held it in 4 quarters since. The position peaked at $617K in Q1 2020. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Benjamin Edwards Inc held 11,452 shares of iShares US Treasury Bond ETF worth $261K as of Q2 2026.
Benjamin Edwards Inc bought 1,021 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $23.3K.
iShares US Treasury Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1291 holding.
Benjamin Edwards Inc first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 4 quarters since.
Benjamin Edwards Inc's iShares US Treasury Bond ETF position peaked at $617K in Q1 2020.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.