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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
2023
Q3 		– Sell
-240,755
Closed -$5.51M – 89
2023
Q2 		$5.51M Buy
240,755
+28,167
+13% +$653K 4.03% 8
2023
Q1 		$4.97M Buy
+212,588
New +$4.91M 3.84% 8

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Bull Oak Capital's GOVT Position: Q1 2026 in Review

Bull Oak Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q1 2026, buying an estimated $527K and bringing the position to 178,587 shares worth $4.09M. The position accounts for 1.57% of the portfolio, ranked #13.

Bull Oak Capital first reported a position in GOVT in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.99M in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Bull Oak Capital held 178,587 shares of iShares US Treasury Bond ETF worth $4.09M as of Q1 2026.
  • Bull Oak Capital bought 22,840 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $527K.
  • iShares US Treasury Bond ETF made up 1.57% of Bull Oak Capital's portfolio in Q1 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 16 quarters since.
  • Bull Oak Capital's iShares US Treasury Bond ETF position peaked at $8.99M in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.