Blue Edge Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Blue Edge 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	$2.27M	Sell	99,822 -3,434	-3%	-$78.2K	0.27%	62
2026 Q1	$2.37M	Buy	103,256 +4,064	+4%	+$93.7K	0.31%	59
2025 Q4	$2.28M	Buy	99,192 +516	+0.5%	+$11.9K	0.31%	59
2025 Q3	$2.28M	Sell	98,676 -649	-0.7%	-$14.9K	0.32%	57
2025 Q2	$2.28M	Sell	99,325 -1,276	-1%	-$29.1K	0.34%	56
2025 Q1	$2.31M	Buy	100,601 +5,744	+6%	+$130K	0.37%	54
2024 Q4	$2.18M	Buy	94,857 +3,446	+4%	+$78.6K	0.34%	58
2024 Q3	$2.14M	Buy	+91,411	New	+$2.12M	0.33%	59

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

Blue Edge Capital's GOVT Position: Q2 2026 in Review

Blue Edge Capital reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.3% in Q2 2026, selling an estimated $78.2K and leaving 99,822 shares worth $2.27M. The position accounts for 0.27% of the portfolio, ranked #62.

Blue Edge Capital first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Blue Edge Capital held 99,822 shares of iShares US Treasury Bond ETF worth $2.27M as of Q2 2026.
Blue Edge Capital sold 3,434 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $78.2K.
iShares US Treasury Bond ETF made up 0.27% of Blue Edge Capital's portfolio in Q2 2026, its #62 holding.
Blue Edge Capital first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Blue Edge Capital's iShares US Treasury Bond ETF position peaked at $2.37M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.