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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Calton & Associates's GOVT Position: Q1 2026 in Review

Calton & Associates reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.4% in Q1 2026, selling an estimated $38.5K and leaving 119,458 shares worth $2.74M. The position accounts for 0.39% of the portfolio, ranked #61.

Calton & Associates first reported a position in GOVT in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Calton & Associates held 119,458 shares of iShares US Treasury Bond ETF worth $2.74M as of Q1 2026.
Calton & Associates sold 1,671 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $38.5K.
iShares US Treasury Bond ETF made up 0.39% of Calton & Associates's portfolio in Q1 2026, its #61 holding.
Calton & Associates first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Calton & Associates's iShares US Treasury Bond ETF position peaked at $2.79M in Q4 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.