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Brown, Lisle/Cummings’s iShares US Treasury Bond ETF GOVT Stock Holding History

Brown, Lisle/Cummings’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 		$80.5K Buy
3,532
+279
+9% +$6.35K 0.02% 325
2026
Q1 		$74.5K Buy
+3,253
New +$75K 0.02% 311
2022
Q1 		– Sell
-279
Closed -$7.44K – 483
2021
Q4 		$7.44K Buy
+279
New +$7.39K ﹤0.01% 398

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM

Brown, Lisle/Cummings's GOVT Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its iShares US Treasury Bond ETF (GOVT) stake by 8.6% in Q2 2026, buying an estimated $6.35K and bringing the position to 3,532 shares worth $80.5K. The position accounts for 0.02% of the portfolio, ranked #325.

Brown, Lisle/Cummings first reported a position in GOVT in Q4 2021 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Brown, Lisle/Cummings held 3,532 shares of iShares US Treasury Bond ETF worth $80.5K as of Q2 2026.
  • Brown, Lisle/Cummings bought 279 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.35K.
  • iShares US Treasury Bond ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #325 holding.
  • Brown, Lisle/Cummings first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.