Cerity Partners
GOVT icon

Cerity Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cerity 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 		$32.2M Sell
1,415,306
-150,800
-10% -$3.43M 0.04% 343
2026
Q1 		$35.9M Buy
1,566,106
+585,493
+60% +$13.5M 0.05% 306
2025
Q4 		$22.6M Sell
980,613
-14,959
-2% -$346K 0.03% 392
2025
Q3 		$23.2M Sell
995,572
-46
-0% -$1.05K 0.04% 353
2025
Q2 		$22.7M Buy
995,618
+520,924
+110% +$11.9M 0.04% 337
2025
Q1 		$10.9M Sell
474,694
-260,661
-35% -$5.91M 0.02% 468
2024
Q4 		$16.9M Sell
735,355
-59,055
-7% -$1.35M 0.04% 352
2024
Q3 		$18.6M Buy
794,410
+56,636
+8% +$1.31M 0.04% 331
2024
Q2 		$16.7M Sell
737,774
-406,031
-35% -$9.1M 0.04% 305
2024
Q1 		$26M Sell
1,143,805
-194,801
-15% -$4.43M 0.07% 253
2023
Q4 		$30.8M Buy
1,338,606
+364,260
+37% +$8.11M 0.1% 186
2023
Q3 		$21.5M Sell
974,346
-133,982
-12% -$3.02M 0.1% 179
2023
Q2 		$25.4M Buy
1,108,328
+1,039,125
+1,502% +$24.1M 0.1% 196
2023
Q1 		$1.62M Buy
69,203
+4,438
+7% +$103K ﹤0.01% 787
2022
Q4 		$1.47M Buy
64,765
+21,981
+51% +$500K 0.01% 594
2022
Q3 		$974K Buy
42,784
+6
+0% +$142 0.01% 527
2022
Q2 		$1.02M Sell
42,778
-2,635
-6% -$63.4K 0.01% 547
2022
Q1 		$1.13M Buy
45,413
+279
+0.6% +$7.14K 0.02% 423
2021
Q4 		$1.2M Buy
45,134
+4
+0% +$106 0.02% 407
2021
Q3 		$1.2M Sell
45,130
-3,733
-8% -$100K 0.03% 339
2021
Q2 		$1.3M Buy
48,863
+3
+0% +$79 0.03% 327
2021
Q1 		$1.28M Buy
48,860
+2
+0% +$53 0.03% 311
2020
Q4 		$1.33M Buy
+48,858
New +$1.35M 0.04% 265

Other funds holding GOVT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners's GOVT Position: Q2 2026 in Review

Cerity Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 9.6% in Q2 2026, selling an estimated $3.43M and leaving 1,415,306 shares worth $32.2M. The position accounts for 0.04% of the portfolio, ranked #343.

Cerity Partners first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. The position peaked at $35.9M in Q1 2026. 908 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cerity Partners held 1,415,306 shares of iShares US Treasury Bond ETF worth $32.2M as of Q2 2026.
  • Cerity Partners sold 150,800 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $3.43M.
  • iShares US Treasury Bond ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #343 holding.
  • Cerity Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cerity Partners's iShares US Treasury Bond ETF position peaked at $35.9M in Q1 2026.
  • 908 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.