CFAM
GOVT icon

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

Center For 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 		$6.3M Buy
276,384
+12,021
+5% +$274K 2.79% 6
2026
Q1 		$6.06M Buy
264,363
+13,209
+5% +$304K 3.01% 6
2025
Q4 		$5.78M Sell
251,154
-18,499
-7% -$428K 3.02% 5
2025
Q3 		$6.23M Sell
269,653
-69,987
-21% -$1.6M 3.33% 6
2025
Q2 		$7.63M Buy
339,640
+82,895
+32% +$1.89M 4.71% 2
2025
Q1 		$5.9M Sell
256,745
-89,516
-26% -$2.03M 3.61% 5
2024
Q4 		$7.96M Buy
346,261
+7,410
+2% +$169K 5.15% 2
2024
Q3 		$7.95M Buy
338,851
+7,885
+2% +$183K 4.75% 3
2024
Q2 		$7.47M Buy
330,966
+43,295
+15% +$971K 4.94% 3
2024
Q1 		$6.55M Buy
287,671
+14,845
+5% +$337K 5.36% 4
2023
Q4 		$6.29M Buy
272,826
+5,116
+2% +$114K 5.73% 3
2023
Q3 		$5.9M Buy
267,710
+10,535
+4% +$237K 5.89% 3
2023
Q2 		$5.89M Sell
257,175
-8,471
-3% -$196K 5.56% 3
2023
Q1 		$6.21M Buy
265,646
+17,764
+7% +$410K 6.07% 2
2022
Q4 		$5.63M Sell
247,882
-2,241
-0.9% -$50.9K 5.25% 4
2022
Q3 		$5.69M Buy
250,123
+4,951
+2% +$117K 5.66% 2
2022
Q2 		$5.86M Buy
245,172
+11,117
+5% +$267K 5.43% 3
2022
Q1 		$5.83M Buy
234,055
+13,524
+6% +$346K 4.5% 5
2021
Q4 		$5.88M Buy
220,531
+10,146
+5% +$269K 4.36% 5
2021
Q3 		$5.58M Buy
210,385
+3,334
+2% +$89.3K 4.7% 4
2021
Q2 		$5.51M Buy
207,051
+26,296
+15% +$694K 4.75% 4
2021
Q1 		$4.73M Buy
180,755
+1,273
+0.7% +$34K 4.54% 7
2020
Q4 		$4.89M Buy
+179,482
New +$4.95M 4.87% 5

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Center For Asset Management's GOVT Position: Q2 2026 in Review

Center For Asset Management increased its iShares US Treasury Bond ETF (GOVT) stake by 4.5% in Q2 2026, buying an estimated $274K and bringing the position to 276,384 shares worth $6.3M. The position accounts for 2.79% of the portfolio, ranked #6.

Center For Asset Management first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.96M in Q4 2024. 534 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Center For Asset Management held 276,384 shares of iShares US Treasury Bond ETF worth $6.3M as of Q2 2026.
  • Center For Asset Management bought 12,021 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $274K.
  • iShares US Treasury Bond ETF made up 2.79% of Center For Asset Management's portfolio in Q2 2026, its #6 holding.
  • Center For Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Center For Asset Management's iShares US Treasury Bond ETF position peaked at $7.96M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.