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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
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 		$1.23M 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 $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CoreCap Advisors's GOVT Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 5.1% in Q2 2026, buying an estimated $66.8K and bringing the position to 60,379 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #321.

CoreCap Advisors first reported a position in GOVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2021. 200 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • CoreCap Advisors held 60,379 shares of iShares US Treasury Bond ETF worth $1.38M as of Q2 2026.
  • CoreCap Advisors bought 2,935 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $66.8K.
  • iShares US Treasury Bond ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #321 holding.
  • CoreCap Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares US Treasury Bond ETF position peaked at $1.52M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.