Blue Trust Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Blue Trust 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	$6.54M	Buy	287,257 +8,070	+3%	+$184K	0.07%	84
2026 Q1	$6.4M	Buy	279,187 +217,382	+352%	+$5.01M	0.07%	80
2025 Q4	$1.42M	Buy	61,805 +938	+2%	+$21.7K	0.02%	232
2025 Q3	$1.41M	Sell	60,867 -10,912	-15%	-$250K	0.02%	226
2025 Q2	$1.65M	Sell	71,779 -647	-0.9%	-$14.7K	0.02%	196
2025 Q1	$1.66M	Sell	72,426 -1,025	-1%	-$23.2K	0.02%	180
2024 Q4	$1.69M	Buy	73,451 +1,115	+2%	+$25.4K	0.02%	177
2024 Q3	$1.63M	Sell	72,336 -1,167	-2%	-$27K	0.02%	184
2024 Q2	$1.67M	Buy	73,503 +37	+0.1%	+$830	0.02%	149
2024 Q1	$1.67M	Sell	73,466 -86,465	-54%	-$1.97M	0.02%	124
2023 Q4	$3.52M	Sell	159,931 -482,421	-75%	-$10.7M	0.06%	72
2023 Q3	$14.7M	Sell	642,352 -65,989	-9%	-$1.49M	0.22%	38
2023 Q2	$16.6M	Buy	708,341 +96,636	+16%	+$2.24M	0.26%	37
2023 Q1	$13.9M	Sell	611,705 -872,495	-59%	-$20.2M	0.23%	45
2022 Q4	$33.8M	Buy	1,484,200 +243,189	+20%	+$5.53M	0.6%	29
2022 Q3	$29.7M	Sell	1,241,011 -154,218	-11%	-$3.65M	0.52%	29
2022 Q2	$34.8M	Buy	+1,395,229	New	+$33.6M	0.54%	29

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Blue Trust Inc's GOVT Position: Q2 2026 in Review

Blue Trust Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 2.9% in Q2 2026, buying an estimated $184K and bringing the position to 287,257 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #84.

Blue Trust Inc first reported a position in GOVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $34.8M in Q2 2022. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Blue Trust Inc held 287,257 shares of iShares US Treasury Bond ETF worth $6.54M as of Q2 2026.
Blue Trust Inc bought 8,070 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $184K.
iShares US Treasury Bond ETF made up 0.07% of Blue Trust Inc's portfolio in Q2 2026, its #84 holding.
Blue Trust Inc first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares US Treasury Bond ETF position peaked at $34.8M in Q2 2022.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.