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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
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 22.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
TWIM
TIAA Wealth Investment Management New York $15B AUM

Brown, Lisle/Cummings's GOVT Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 3,253 shares worth $74.5K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in GOVT as recently as Q4 2021.

Brown, Lisle/Cummings first reported a position in GOVT in Q4 2021 and has held it in 2 quarters since. 931 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Brown, Lisle/Cummings held 3,253 shares of iShares US Treasury Bond ETF worth $74.5K as of Q1 2026.
  • iShares US Treasury Bond ETF was a new Brown, Lisle/Cummings position in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #311 holding.
  • Brown, Lisle/Cummings first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.