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Cary Street Partners Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cary Street Partners 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 		$1.31M Buy
57,398
+24,458
+74% +$557K 0.26% 89
2026
Q1 		$755K Buy
32,940
+23,900
+264% +$551K 0.19% 121
2025
Q4 		$208K Buy
9,040
+1,288
+17% +$29.8K 0.06% 321
2025
Q3 		$179K Buy
7,752
+4,511
+139% +$103K 0.07% 284
2025
Q2 		$74.5K Buy
3,241
+96
+3% +$2.19K 0.04% 362
2025
Q1 		$72.3K Buy
3,145
+467
+17% +$10.6K 0.04% 334
2024
Q4 		$61.5K Sell
2,678
-23,569
-90% -$538K 0.04% 299
2024
Q3 		$615K Buy
26,247
+380
+1% +$8.8K 0.02% 457
2024
Q2 		$584K Buy
25,867
+371
+1% +$8.32K 0.02% 439
2024
Q1 		$581K Sell
25,496
-8,378
-25% -$190K 0.02% 428
2023
Q4 		$780K Sell
33,874
-11,924
-26% -$265K 0.04% 350
2023
Q3 		$1.01M Buy
45,798
+21,055
+85% +$474K 0.05% 304
2023
Q2 		$567K Buy
24,743
+22,325
+923% +$518K 0.04% 336
2023
Q1 		$56.5K Buy
2,418
+523
+28% +$12.1K ﹤0.01% 710
2022
Q4 		$43.1K Buy
+1,895
New +$43.1K ﹤0.01% 782

Other funds holding GOVT

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Cary Street Partners Investment Advisory's GOVT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares US Treasury Bond ETF (GOVT) stake by 74% in Q2 2026, buying an estimated $557K and bringing the position to 57,398 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #89.

Cary Street Partners Investment Advisory first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. 704 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 57,398 shares of iShares US Treasury Bond ETF worth $1.31M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 24,458 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $557K.
  • iShares US Treasury Bond ETF made up 0.26% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #89 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 704 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.