Brasada Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Brasada Capital Management’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 Q1	$589K	Sell	25,778 -5,622	-18%	-$130K	0.11%	117
2025 Q4	$723K	Sell	31,400 -1,666	-5%	-$38.6K	0.12%	108
2025 Q3	$764K	Buy	33,066 +52	+0.2%	+$1.19K	0.13%	108
2025 Q2	$752K	Sell	33,014 -12,202	-27%	-$278K	0.13%	109
2025 Q1	$1.03M	Buy	45,216 +2,743	+6%	+$62.2K	0.21%	76
2024 Q4	$945K	Sell	42,473 -9,707	-19%	-$221K	0.17%	95
2024 Q3	$1.22M	Sell	52,180 -7,628	-13%	-$177K	0.21%	83
2024 Q2	$1.36M	Buy	59,808 +182	+0.3%	+$4.08K	0.24%	80
2024 Q1	$1.36M	Sell	59,626 -1,760	-3%	-$40K	0.24%	85
2023 Q4	$1.41M	Buy	+61,386	New	+$1.37M	0.27%	79

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Brasada Capital Management's GOVT Position: Q1 2026 in Review

Brasada Capital Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q1 2026, selling an estimated $130K and leaving 25,778 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #117.

Brasada Capital Management first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Brasada Capital Management held 25,778 shares of iShares US Treasury Bond ETF worth $589K as of Q1 2026.
Brasada Capital Management sold 5,622 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $130K.
iShares US Treasury Bond ETF made up 0.11% of Brasada Capital Management's portfolio in Q1 2026, its #117 holding.
Brasada Capital Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Brasada Capital Management's iShares US Treasury Bond ETF position peaked at $1.41M in Q4 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.