Concurrent Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Concurrent Investment 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	$14M	Buy	613,825 +326,103	+113%	+$7.43M	0.12%	189
2026 Q1	$6.59M	Buy	287,722 +223,465	+348%	+$5.15M	0.07%	293
2025 Q4	$1.48M	Buy	64,257 +5,280	+9%	+$122K	0.02%	682
2025 Q3	$1.36M	Buy	58,977 +5,153	+10%	+$118K	0.02%	565
2025 Q2	$1.24M	Sell	53,824 -4,946	-8%	-$113K	0.02%	544
2025 Q1	$1.35M	Sell	58,770 -2,539	-4%	-$57.6K	0.03%	460
2024 Q4	$1.41M	Buy	61,309 +1,084	+2%	+$24.7K	0.04%	409
2024 Q3	$1.41M	Buy	60,225 +78	+0.1%	+$1.81K	0.04%	388
2024 Q2	$1.36M	Sell	60,147 -2,122	-3%	-$47.6K	0.04%	365
2024 Q1	$1.42M	Sell	62,269 -3,905	-6%	-$88.8K	0.06%	306
2023 Q4	$1.52M	Buy	+66,174	New	+$1.47M	0.07%	268

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

Concurrent Investment Advisors's GOVT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 113% in Q2 2026, buying an estimated $7.43M and bringing the position to 613,825 shares worth $14M. The position accounts for 0.12% of the portfolio, ranked #189.

Concurrent Investment Advisors first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Concurrent Investment Advisors held 613,825 shares of iShares US Treasury Bond ETF worth $14M as of Q2 2026.
Concurrent Investment Advisors bought 326,103 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $7.43M.
iShares US Treasury Bond ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #189 holding.
Concurrent Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.