Cresset Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cresset Asset Management’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	$57.7M	Buy	2,532,810 +418,084	+20%	+$9.52M	0.21%	78
2026 Q1	$48.4M	Buy	2,114,726 +226,395	+12%	+$5.22M	0.21%	77
2025 Q4	$43.5M	Buy	1,888,331 +313,206	+20%	+$7.25M	0.18%	85
2025 Q3	$36.4M	Buy	1,575,125 +332,376	+27%	+$7.62M	0.16%	89
2025 Q2	$28.6M	Buy	1,242,749 +307,507	+33%	+$7M	0.14%	97
2025 Q1	$21.5M	Buy	935,242 +259,043	+38%	+$5.87M	0.11%	120
2024 Q4	$15.5M	Buy	676,199 +317,359	+88%	+$7.24M	0.07%	167
2024 Q3	$8.41M	Buy	+358,840	New	+$8.31M	0.03%	349
2023 Q4	–	Sell	-13,226	Closed	-$292K	–	1875
2023 Q3	$292K	Buy	+13,226	New	+$298K	﹤0.01%	1447
2023 Q2	–	Sell	-13,233	Closed	-$309K	–	1905
2023 Q1	$309K	Sell	13,233 -974	-7%	-$22.5K	0.01%	623
2022 Q4	$298K	Buy	+14,207	New	+$323K	﹤0.01%	531
2021 Q3	–	Sell	-12,205	Closed	-$325K	–	1118
2021 Q2	$325K	Buy	+12,205	New	+$322K	﹤0.01%	731
2020 Q2	–	Sell	-41,345	Closed	-$1.16M	–	687
2020 Q1	$1.16M	Buy	+41,345	New	+$1.11M	0.04%	173
2019 Q2	–	Sell	-1,350	Closed	-$34K	–	942
2019 Q1	$34K	Buy	+1,350	New	+$33.6K	﹤0.01%	892

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

Cresset Asset Management's GOVT Position: Q2 2026 in Review

Cresset Asset Management increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $9.52M and bringing the position to 2,532,810 shares worth $57.7M. The position accounts for 0.21% of the portfolio, ranked #78.

Cresset Asset Management first reported a position in GOVT in Q1 2019 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cresset Asset Management held 2,532,810 shares of iShares US Treasury Bond ETF worth $57.7M as of Q2 2026.
Cresset Asset Management bought 418,084 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $9.52M.
iShares US Treasury Bond ETF made up 0.21% of Cresset Asset Management's portfolio in Q2 2026, its #78 holding.
Cresset Asset Management first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 14 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.