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Cahill Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cahill Financial Advisors’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 		$355K Hold
15,592
– – 0.03% 227
2026
Q1 		$357K Hold
15,592
– – 0.04% 217
2025
Q4 		$359K Sell
15,592
-4,185
-21% -$96.9K 0.04% 218
2025
Q3 		$457K Buy
19,777
+6
+0% +$138 0.05% 184
2025
Q2 		$454K Buy
19,771
+6
+0% +$137 0.06% 183
2025
Q1 		$454K Sell
19,765
-232
-1% -$5.26K 0.06% 174
2024
Q4 		$460K Sell
19,997
-5,228
-21% -$119K 0.06% 170
2024
Q3 		$592K Sell
25,225
-117,233
-82% -$2.71M 0.08% 151
2024
Q2 		$3.22M Sell
142,458
-42,541
-23% -$954K 0.44% 44
2024
Q1 		$4.21M Sell
184,999
-22,499
-11% -$511K 0.57% 34
2023
Q4 		$4.78M Sell
207,498
-19,482
-9% -$434K 0.71% 31
2023
Q3 		$5M Sell
226,980
-207,609
-48% -$4.67M 0.83% 25
2023
Q2 		$9.95M Buy
434,589
+113,048
+35% +$2.62M 1.61% 17
2023
Q1 		$7.52M Buy
321,541
+648
+0.2% +$15K 1.33% 23
2022
Q4 		$7.29M Buy
320,893
+210,726
+191% +$4.79M 1.4% 21
2022
Q3 		$2.51M Buy
110,167
+11,236
+11% +$266K 0.53% 48
2022
Q2 		$2.36M Sell
98,931
-4,233
-4% -$102K 0.5% 50
2022
Q1 		$2.57M Buy
103,164
+89,546
+658% +$2.29M 0.48% 53
2021
Q4 		$363K Sell
13,618
-3,831
-22% -$101K 0.07% 178
2021
Q3 		$463K Sell
17,449
-7,656
-30% -$205K 0.09% 157
2021
Q2 		$668K Buy
25,105
+8,703
+53% +$230K 0.15% 124
2021
Q1 		$430K Buy
+16,402
New +$438K 0.11% 146

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

Cahill Financial Advisors's GOVT Position: Q2 2026 in Review

Cahill Financial Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 15,592 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #227.

Cahill Financial Advisors first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.95M in Q2 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cahill Financial Advisors held 15,592 shares of iShares US Treasury Bond ETF worth $355K as of Q2 2026.
  • Cahill Financial Advisors left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #227 holding.
  • Cahill Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Cahill Financial Advisors's iShares US Treasury Bond ETF position peaked at $9.95M in Q2 2023.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.