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Chatterton & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Chatterton & Associates’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 		$4.6M Buy
203,659
+43,268
+27% +$985K 2.71% 10
2026
Q1 		$3.67M Buy
160,391
+142,942
+819% +$3.3M 2.57% 12
2025
Q4 		$402K Buy
+17,449
New +$404K 0.34% 54

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Chatterton & Associates's GOVT Position: Q2 2026 in Review

Chatterton & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 27% in Q2 2026, buying an estimated $985K and bringing the position to 203,659 shares worth $4.6M. The position accounts for 2.71% of the portfolio, ranked #10.

Chatterton & Associates first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Chatterton & Associates held 203,659 shares of iShares US Treasury Bond ETF worth $4.6M as of Q2 2026.
  • Chatterton & Associates bought 43,268 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $985K.
  • iShares US Treasury Bond ETF made up 2.71% of Chatterton & Associates's portfolio in Q2 2026, its #10 holding.
  • Chatterton & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.