Bull Oak Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bull Oak Capital’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	$4.22M	Buy	185,121 +6,534	+4%	+$149K	1.4%	13
2026 Q1	$4.09M	Buy	178,587 +22,840	+15%	+$527K	1.57%	13
2025 Q4	$3.59M	Buy	155,747 +5,483	+4%	+$127K	1.47%	14
2025 Q3	$3.47M	Buy	150,264 +4,077	+3%	+$93.5K	1.48%	14
2025 Q2	$3.36M	Sell	146,187 -55,087	-27%	-$1.25M	1.53%	16
2025 Q1	$4.63M	Sell	201,274 -28,161	-12%	-$638K	2.52%	11
2024 Q4	$5.27M	Sell	229,435 -153,958	-40%	-$3.51M	2.93%	10
2024 Q3	$8.99M	Buy	383,393 +157,301	+70%	+$3.64M	5.16%	7
2024 Q2	$5.1M	Sell	226,092 -143,893	-39%	-$3.23M	3.29%	11
2024 Q1	$8.42M	Buy	369,985 +45,515	+14%	+$1.03M	5.65%	8
2023 Q4	$7.48M	Buy	324,470 +71,567	+28%	+$1.59M	1.92%	8
2023 Q3	$5.57M	Buy	+252,903	New	+$5.69M	6.1%	6
2023 Q1	–	Sell	-181,720	Closed	-$4.2M	–	23
2022 Q4	$4.13M	Sell	181,720 -3,085	-2%	-$70.1K	3.49%	8
2022 Q3	$4.21M	Sell	184,805 -14,298	-7%	-$339K	4.1%	8
2022 Q2	$4.76M	Buy	199,103 +10,495	+6%	+$253K	4.4%	7
2022 Q1	$4.7M	Sell	188,608 -10,829	-5%	-$277K	3.85%	11
2021 Q4	$5.32M	Buy	+199,437	New	+$5.28M	4.82%	9

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

Bull Oak Capital's GOVT Position: Q2 2026 in Review

Bull Oak Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 3.7% in Q2 2026, buying an estimated $149K and bringing the position to 185,121 shares worth $4.22M. The position accounts for 1.4% of the portfolio, ranked #13.

Bull Oak Capital first reported a position in GOVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.99M in Q3 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Bull Oak Capital held 185,121 shares of iShares US Treasury Bond ETF worth $4.22M as of Q2 2026.
Bull Oak Capital bought 6,534 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $149K.
iShares US Treasury Bond ETF made up 1.4% of Bull Oak Capital's portfolio in Q2 2026, its #13 holding.
Bull Oak Capital first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
Bull Oak Capital's iShares US Treasury Bond ETF position peaked at $8.99M in Q3 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.