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Capital Analysts LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Capital Analysts 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 		$9.81M Buy
430,843
+153,520
+55% +$3.5M 0.23% 100
2026
Q1 		$6.35M Buy
277,323
+255,161
+1,151% +$5.88M 0.17% 112
2025
Q4 		$510K Sell
22,162
-1,667
-7% -$38.6K 0.01% 421
2025
Q3 		$551K Buy
23,829
+1,915
+9% +$43.9K 0.02% 401
2025
Q2 		$504K Buy
21,914
+1,894
+9% +$43.1K 0.02% 387
2025
Q1 		$460K Sell
20,020
-3,050
-13% -$69.1K 0.02% 383
2024
Q4 		$530K Buy
23,070
+4,488
+24% +$102K 0.02% 322
2024
Q3 		$436K Buy
18,582
+3,534
+23% +$81.8K 0.02% 346
2024
Q2 		$340K Buy
15,048
+14,291
+1,888% +$320K 0.02% 382
2024
Q1 		$17K Sell
757
-42
-5% -$955 ﹤0.01% 853
2023
Q4 		$18K Sell
799
-690
-46% -$15.4K ﹤0.01% 822
2023
Q3 		$33K Sell
1,489
-38,882
-96% -$875K ﹤0.01% 697
2023
Q2 		$924K Buy
40,371
+5,123
+15% +$119K 0.05% 228
2023
Q1 		$824K Buy
35,248
+22,514
+177% +$520K 0.05% 236
2022
Q4 		$289K Sell
12,734
-36,747
-74% -$835K 0.02% 359
2022
Q3 		$1.13M Buy
49,481
+26,934
+119% +$638K 0.08% 196
2022
Q2 		$539K Buy
+22,547
New +$543K 0.04% 258
2018
Q2 		– Sell
-168
Closed -$4K – 578
2018
Q1 		$4K Buy
+168
New +$4.14K ﹤0.01% 511

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

Capital Analysts LLC's GOVT Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 55% in Q2 2026, buying an estimated $3.5M and bringing the position to 430,843 shares worth $9.81M. The position accounts for 0.23% of the portfolio, ranked #100.

Capital Analysts LLC first reported a position in GOVT in Q1 2018 and has held it in 18 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Capital Analysts LLC held 430,843 shares of iShares US Treasury Bond ETF worth $9.81M as of Q2 2026.
  • Capital Analysts LLC bought 153,520 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.5M.
  • iShares US Treasury Bond ETF made up 0.23% of Capital Analysts LLC's portfolio in Q2 2026, its #100 holding.
  • Capital Analysts LLC first reported a position in iShares US Treasury Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.