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Capital Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Capital Asset Management’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 		– Sell
-35,567
Closed -$815K – 56
2026
Q1 		$815K Buy
35,567
+25,600
+257% +$590K 0.92% 39
2025
Q4 		$229K Buy
+9,967
New +$231K 0.25% 65

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 Asset Management's GOVT Position: Q2 2026 in Review

Capital Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 35,567 shares — an estimated $815K sold.

Capital Asset Management first reported a position in GOVT in Q4 2025 and held it in 2 quarters. The position peaked at $815K in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Capital Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Asset Management sold 35,567 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $815K.
  • Capital Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Capital Asset Management's iShares US Treasury Bond ETF position peaked at $815K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.