CAP Partners LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

CAP Partners LLC’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	$329K	Buy	14,442 +2,664	+23%	+$60.7K	0.16%	122
2026 Q1	$270K	Buy	+11,778	New	+$272K	0.15%	128
2024 Q2	–	Sell	-8,818	Closed	-$201K	–	131
2024 Q1	$201K	Buy	8,818 +35	+0.4%	+$796	0.18%	119
2023 Q4	$202K	Buy	+8,783	New	+$196K	0.2%	102

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

CAP Partners LLC's GOVT Position: Q2 2026 in Review

CAP Partners LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 23% in Q2 2026, buying an estimated $60.7K and bringing the position to 14,442 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #122.

CAP Partners LLC first reported a position in GOVT in Q4 2023 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

CAP Partners LLC held 14,442 shares of iShares US Treasury Bond ETF worth $329K as of Q2 2026.
CAP Partners LLC bought 2,664 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $60.7K.
iShares US Treasury Bond ETF made up 0.16% of CAP Partners LLC's portfolio in Q2 2026, its #122 holding.
CAP Partners LLC first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.