Burk Holdings’s iShares US Treasury Bond ETF GOVT Stock Holding History

Burk Holdings’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	–	Sell	-36	Closed	-$825	–	664
2026 Q1	$825	Buy	+36	New	+$830	﹤0.01%	614

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

Burk Holdings's GOVT Position: Q2 2026 in Review

Burk Holdings sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 36 shares — an estimated $825 sold.

Burk Holdings first reported a position in GOVT in Q1 2026 and held it in 1 quarter. The position peaked at $825 in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Burk Holdings reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Burk Holdings sold 36 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $825.
Burk Holdings first reported a position in iShares US Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
Burk Holdings's iShares US Treasury Bond ETF position peaked at $825 in Q1 2026.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.