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

Brookwood Investment 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	$1.68M	Sell	73,705 -10,192	-12%	-$232K	0.19%	112
2026 Q1	$1.92M	Buy	83,897 +61,770	+279%	+$1.42M	0.24%	93
2025 Q4	$509K	Buy	22,127 +1,841	+9%	+$42.6K	0.06%	282
2025 Q3	$469K	Buy	20,286 +1,255	+7%	+$28.8K	0.06%	280
2025 Q2	$437K	Sell	19,031 -3,835	-17%	-$87.3K	0.07%	265
2025 Q1	$526K	Buy	+22,866	New	+$518K	0.09%	216

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

Brookwood Investment Group's GOVT Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, selling an estimated $232K and leaving 73,705 shares worth $1.68M. The position accounts for 0.19% of the portfolio, ranked #112.

Brookwood Investment Group first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Brookwood Investment Group held 73,705 shares of iShares US Treasury Bond ETF worth $1.68M as of Q2 2026.
Brookwood Investment Group sold 10,192 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $232K.
iShares US Treasury Bond ETF made up 0.19% of Brookwood Investment Group's portfolio in Q2 2026, its #112 holding.
Brookwood Investment Group first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares US Treasury Bond ETF position peaked at $1.92M in Q1 2026.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.