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Cape Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cape Investment Advisory’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 		$916K Buy
40,232
+1,264
+3% +$28.8K 0.25% 73
2026
Q1 		$893K Buy
38,968
+26,394
+210% +$608K 0.3% 70
2025
Q4 		$290K Buy
12,574
+7,437
+145% +$172K 0.09% 174
2025
Q3 		$119K Sell
5,137
-307
-6% -$7.04K 0.12% 144
2025
Q2 		$125K Buy
5,444
+1,305
+32% +$29.7K 0.05% 236
2025
Q1 		$95.1K Buy
4,139
+948
+30% +$21.5K 0.04% 250
2024
Q4 		$73.3K Buy
3,191
+1,161
+57% +$26.5K 0.03% 279
2024
Q3 		$47.6K Sell
2,030
-193
-9% -$4.47K 0.02% 326
2024
Q2 		$50.2K Sell
2,223
-266
-11% -$5.96K 0.02% 295
2024
Q1 		$56.7K Sell
2,489
-142
-5% -$3.23K 0.03% 291
2023
Q4 		$60.6K Sell
2,631
-971
-27% -$21.6K 0.03% 316
2023
Q3 		$79.4K Sell
3,602
-4,874
-58% -$110K 0.05% 229
2023
Q2 		$194K Sell
8,476
-534
-6% -$12.4K 0.11% 137
2023
Q1 		$211K Buy
+9,010
New +$208K 0.13% 118

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Cape Investment Advisory's GOVT Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 3.2% in Q2 2026, buying an estimated $28.8K and bringing the position to 40,232 shares worth $916K. The position accounts for 0.25% of the portfolio, ranked #73.

Cape Investment Advisory first reported a position in GOVT in Q1 2023 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cape Investment Advisory held 40,232 shares of iShares US Treasury Bond ETF worth $916K as of Q2 2026.
  • Cape Investment Advisory bought 1,264 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares US Treasury Bond ETF made up 0.25% of Cape Investment Advisory's portfolio in Q2 2026, its #73 holding.
  • Cape Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.