Coign Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Coign Capital Advisors’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	$7.75M	Buy	340,171 +6,627	+2%	+$151K	3.49%	10
2026 Q1	$7.64M	Buy	333,544 +7,128	+2%	+$164K	4.01%	10
2025 Q4	$7.52M	Buy	326,416 +12,748	+4%	+$295K	3.93%	8
2025 Q3	$7.25M	Buy	313,668 +46,968	+18%	+$1.08M	3.99%	8
2025 Q2	$6.13M	Sell	266,700 -23,472	-8%	-$535K	4.15%	8
2025 Q1	$6.67M	Buy	290,172 +7,745	+3%	+$176K	5.13%	6
2024 Q4	$6.49M	Buy	+282,427	New	+$6.44M	5.98%	3

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Coign Capital Advisors's GOVT Position: Q2 2026 in Review

Coign Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q2 2026, buying an estimated $151K and bringing the position to 340,171 shares worth $7.75M. The position accounts for 3.49% of the portfolio, ranked #10.

Coign Capital Advisors first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Coign Capital Advisors held 340,171 shares of iShares US Treasury Bond ETF worth $7.75M as of Q2 2026.
Coign Capital Advisors bought 6,627 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $151K.
iShares US Treasury Bond ETF made up 3.49% of Coign Capital Advisors's portfolio in Q2 2026, its #10 holding.
Coign Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.