CoreCap Advisors
GOVT icon

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

CoreCap 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
Q3 		$1.96M Buy
89,558
+29,179
+48% +$654K 0.06% 256
2026
Q2 		$1.38M Buy
60,379
+2,935
+5% +$66.8K 0.04% 321
2026
Q1 		$1.32M Buy
57,444
+42,026
+273% +$969K 0.04% 311
2025
Q4 		$355K Sell
15,418
-642
-4% -$14.9K 0.01% 611
2025
Q3 		$371K Buy
16,060
+4,594
+40% +$105K 0.01% 601
2025
Q2 		$264K Sell
11,466
-1,747
-13% -$39.8K 0.01% 668
2025
Q1 		$304K Buy
13,213
+765
+6% +$17.3K 0.01% 582
2024
Q4 		$286K Buy
12,448
+3,567
+40% +$81.4K 0.01% 607
2024
Q3 		$208K Sell
8,881
-663
-7% -$15.4K 0.01% 677
2024
Q2 		$215K Sell
9,544
-6,104
-39% -$137K 0.02% 354
2024
Q1 		$356K Buy
15,648
+1,377
+10% +$31.3K 0.02% 468
2023
Q4 		$329K Sell
14,271
-1,397
-9% -$31.1K 0.02% 428
2023
Q3 		$345K Sell
15,668
-3,768
-19% -$84.8K 0.02% 389
2023
Q2 		$445K Buy
+19,436
New +$451K 0.03% 368
2022
Q4 		$315K Sell
13,855
-23,590
-63% -$536K 0.02% 445
2022
Q3 		$852K Buy
37,445
+1,921
+5% +$45.5K 0.07% 239
2022
Q2 		$849K Sell
35,524
-13,663
-28% -$329K 0.07% 240
2022
Q1 		$1.22M Sell
49,187
-7,658
-13% -$196K 0.08% 190
2021
Q4 		$1.52M Buy
+56,845
New +$1.51M 0.1% 161

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CoreCap Advisors's GOVT Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 48% in Q3 2026, buying an estimated $654K and bringing the position to 89,558 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #256.

CoreCap Advisors first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. 247 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • CoreCap Advisors held 89,558 shares of iShares US Treasury Bond ETF worth $1.96M as of Q3 2026.
  • CoreCap Advisors bought 29,179 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $654K.
  • iShares US Treasury Bond ETF made up 0.06% of CoreCap Advisors's portfolio in Q3 2026, its #256 holding.
  • CoreCap Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.