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 Q3	$7.94K	Buy	363 +63	+21%	+$1.41K	﹤0.01%	654
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Caldwell Sutter Capital's GOVT Position: Q3 2026 in Review

Caldwell Sutter Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q3 2026, buying an estimated $1.41K and bringing the position to 363 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Caldwell Sutter Capital first reported a position in GOVT in Q3 2023 and has held it in 13 quarters since. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Caldwell Sutter Capital held 363 shares of iShares US Treasury Bond ETF worth $7.94K as of Q3 2026.
Caldwell Sutter Capital bought 63 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $1.41K.
iShares US Treasury Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #654 holding.
Caldwell Sutter Capital first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.