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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 $1.55T 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
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
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. 959 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.
  • 959 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.