Cutler Investment Counsel’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cutler Investment Counsel’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	$26.2M	Buy	1,149,762 +37,913	+3%	+$863K	2.47%	11
2026 Q1	$25.5M	Buy	1,111,849 +8,911	+0.8%	+$205K	2.62%	12
2025 Q4	$25.4M	Buy	1,102,938 +48,047	+5%	+$1.11M	2.64%	11
2025 Q3	$24.4M	Buy	1,054,891 +34,296	+3%	+$786K	2.56%	11
2025 Q2	$23.5M	Buy	1,020,595 +22,501	+2%	+$512K	2.61%	11
2025 Q1	$22.9M	Buy	998,094 +85,601	+9%	+$1.94M	2.76%	9
2024 Q4	$21M	Buy	912,493 +102,038	+13%	+$2.33M	2.61%	11
2024 Q3	$19M	Buy	810,455 +110,115	+16%	+$2.55M	2.4%	11
2024 Q2	$15.8M	Buy	700,340 +1,448	+0.2%	+$32.5K	2.15%	14
2024 Q1	$15.9M	Buy	698,892 +21,956	+3%	+$499K	2.13%	13
2023 Q4	$15.6M	Buy	676,936 +26,674	+4%	+$594K	2.23%	13
2023 Q3	$14.3M	Buy	650,262 +9,661	+2%	+$217K	2.26%	13
2023 Q2	$14.7M	Buy	640,601 +76,136	+13%	+$1.77M	2.22%	12
2023 Q1	$13.2M	Buy	564,465 +545,394	+2,860%	+$12.6M	2.05%	15
2022 Q4	$433K	Buy	+19,071	New	+$433K	0.07%	98

Other funds holding GOVT

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Cutler Investment Counsel's GOVT Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q2 2026, buying an estimated $863K and bringing the position to 1,149,762 shares worth $26.2M. The position accounts for 2.47% of the portfolio, ranked #11.

Cutler Investment Counsel first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. 352 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cutler Investment Counsel held 1,149,762 shares of iShares US Treasury Bond ETF worth $26.2M as of Q2 2026.
Cutler Investment Counsel bought 37,913 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $863K.
iShares US Treasury Bond ETF made up 2.47% of Cutler Investment Counsel's portfolio in Q2 2026, its #11 holding.
Cutler Investment Counsel first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
352 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.