Caldwell Sutter Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Caldwell Sutter 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	$6.83K	Hold	300	–	–	﹤0.01%	652
2026 Q1	$6.87K	Hold	300	–	–	﹤0.01%	601
2025 Q4	$6.91K	Hold	300	–	–	﹤0.01%	597
2025 Q3	$6.94K	Hold	300	–	–	﹤0.01%	596
2025 Q2	$6.89K	Buy	300 +46	+18%	+$1.05K	﹤0.01%	585
2025 Q1	$5.84K	Hold	254	–	–	﹤0.01%	607
2024 Q4	$5.84K	Hold	254	–	–	﹤0.01%	620
2024 Q3	$5.96K	Hold	254	–	–	﹤0.01%	624
2024 Q2	$5.73K	Hold	254	–	–	﹤0.01%	615
2024 Q1	$5.78K	Hold	254	–	–	﹤0.01%	612
2023 Q4	$5.85K	Buy	254 +37	+17%	+$824	﹤0.01%	608
2023 Q3	$4.78K	Buy	+217	New	+$4.88K	﹤0.01%	612

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

Caldwell Sutter Capital's GOVT Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 300 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Caldwell Sutter Capital first reported a position in GOVT in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.94K in Q3 2025. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Caldwell Sutter Capital held 300 shares of iShares US Treasury Bond ETF worth $6.83K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #652 holding.
Caldwell Sutter Capital first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's iShares US Treasury Bond ETF position peaked at $6.94K in Q3 2025.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.