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

Cary Street Partners’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 		$232K Sell
10,186
-1,215
-11% -$27.7K 0.01% 880
2026
Q1 		$261K Buy
11,401
+1,406
+14% +$32.4K 0.01% 752
2025
Q4 		$230K Sell
9,995
-4,227
-30% -$97.9K 0.01% 798
2025
Q3 		$329K Sell
14,222
-1,844
-11% -$42.3K 0.01% 660
2025
Q2 		$369K Buy
16,066
+1,501
+10% +$34.2K 0.01% 622
2025
Q1 		$335K Buy
14,565
+1,533
+12% +$34.7K 0.01% 622
2024
Q4 		$299K Buy
+13,032
New +$297K 0.01% 627

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Cary Street Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, selling an estimated $27.7K and leaving 10,186 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #880.

Cary Street Partners first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q2 2025. 217 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cary Street Partners held 10,186 shares of iShares US Treasury Bond ETF worth $232K as of Q2 2026.
  • Cary Street Partners sold 1,215 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $27.7K.
  • iShares US Treasury Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #880 holding.
  • Cary Street Partners first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares US Treasury Bond ETF position peaked at $369K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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