Bessemer Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bessemer Group’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	$867K	Sell	38,064 -86,406	-69%	-$1.97M	﹤0.01%	1023
2026 Q1	$2.85M	Sell	124,470 -294	-0.2%	-$6.78K	﹤0.01%	714
2025 Q4	$2.87M	Buy	+124,764	New	+$2.89M	﹤0.01%	745
2025 Q3	–	Sell	-1,723	Closed	-$40K	–	2578
2025 Q2	$40K	Buy	+1,723	New	+$39.2K	﹤0.01%	1380
2022 Q4	–	Sell	-5,007	Closed	-$114K	–	1986
2022 Q3	$114K	Buy	+5,007	New	+$119K	﹤0.01%	1003
2021 Q4	–	Sell	-900	Closed	-$24K	–	1899
2021 Q3	$24K	Buy	+900	New	+$24.1K	﹤0.01%	1198
2021 Q2	–	Sell	-1,291	Closed	-$34K	–	1598
2021 Q1	$34K	Hold	1,291	–	–	﹤0.01%	1084
2020 Q4	$35K	Sell	1,291 -323	-20%	-$8.91K	﹤0.01%	1065
2020 Q3	$45K	Buy	1,614 +323	+25%	+$9.06K	﹤0.01%	940
2020 Q2	$36K	Hold	1,291	–	–	﹤0.01%	1389
2020 Q1	$36K	Buy	1,291 +211	+20%	+$5.66K	﹤0.01%	1266
2019 Q4	$28K	Buy	+1,080	New	+$28.2K	﹤0.01%	1335
2019 Q1	–	Sell	-18	Closed	–	–	1838
2018 Q4	$0	Buy	+18	New	+$438	﹤0.01%	1987

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 22.9% 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

Bessemer Group's GOVT Position: Q2 2026 in Review

Bessemer Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 69% in Q2 2026, selling an estimated $1.97M and leaving 38,064 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Bessemer Group first reported a position in GOVT in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.87M in Q4 2025. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Bessemer Group held 38,064 shares of iShares US Treasury Bond ETF worth $867K as of Q2 2026.
Bessemer Group sold 86,406 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.97M.
iShares US Treasury Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1023 holding.
Bessemer Group first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 13 quarters since.
Bessemer Group's iShares US Treasury Bond ETF position peaked at $2.87M in Q4 2025.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.