Calton & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Calton & Associates’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	$2.88M	Buy	126,389 +6,931	+6%	+$158K	0.42%	51
2026 Q1	$2.74M	Sell	119,458 -1,671	-1%	-$38.5K	0.39%	61
2025 Q4	$2.79M	Buy	121,129 +3,450	+3%	+$79.9K	0.41%	58
2025 Q3	$2.72M	Buy	117,679 +220	+0.2%	+$5.04K	0.41%	56
2025 Q2	$2.7M	Buy	117,459 +3,165	+3%	+$72.1K	0.47%	48
2025 Q1	$2.63M	Buy	+114,294	New	+$2.59M	0.6%	38
2024 Q4	–	Sell	-89,301	Closed	-$2.09M	–	226
2024 Q3	$2.09M	Buy	+89,301	New	+$2.07M	0.8%	30

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 22.9% 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

Calton & Associates's GOVT Position: Q2 2026 in Review

Calton & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 5.8% in Q2 2026, buying an estimated $158K and bringing the position to 126,389 shares worth $2.88M. The position accounts for 0.42% of the portfolio, ranked #51.

Calton & Associates first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Calton & Associates held 126,389 shares of iShares US Treasury Bond ETF worth $2.88M as of Q2 2026.
Calton & Associates bought 6,931 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $158K.
iShares US Treasury Bond ETF made up 0.42% of Calton & Associates's portfolio in Q2 2026, its #51 holding.
Calton & Associates first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.