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Donaldson Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Donaldson Capital 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
2025
Q2 		– Sell
-11,938
Closed -$274K – 217
2025
Q1 		$274K Sell
11,938
-993
-8% -$22.5K 0.01% 195
2024
Q4 		$297K Sell
12,931
-351
-3% -$8.01K 0.01% 195
2024
Q3 		$311K Sell
13,282
-1,186
-8% -$27.5K 0.01% 192
2024
Q2 		$327K Sell
14,468
-2,496
-15% -$56K 0.01% 186
2024
Q1 		$386K Sell
16,964
-5,078
-23% -$115K 0.02% 168
2023
Q4 		$508K Sell
22,042
-5,277
-19% -$117K 0.02% 157
2023
Q3 		$602K Sell
27,319
-34,623
-56% -$779K 0.03% 151
2023
Q2 		$1.42M Sell
61,942
-4,276
-6% -$99.2K 0.06% 94
2023
Q1 		$1.55M Buy
66,218
+1,244
+2% +$28.7K 0.07% 94
2022
Q4 		$1.48M Sell
64,974
-6,499
-9% -$148K 0.07% 97
2022
Q3 		$1.63M Sell
71,473
-661
-0.9% -$15.7K 0.09% 87
2022
Q2 		$1.72M Sell
72,134
-3,248
-4% -$78.2K 0.09% 87
2022
Q1 		$1.88M Buy
75,382
+5,297
+8% +$136K 0.09% 91
2021
Q4 		$1.87M Sell
70,085
-8,648
-11% -$229K 0.08% 92
2021
Q3 		$2.09M Sell
78,733
-2,121
-3% -$56.8K 0.11% 83
2021
Q2 		$2.15M Buy
80,854
+963
+1% +$25.4K 0.11% 83
2021
Q1 		$2.09M Sell
79,891
-26,066
-25% -$696K 0.12% 83
2020
Q4 		$2.89M Sell
105,957
-93,805
-47% -$2.59M 0.17% 71
2020
Q3 		$5.58M Sell
199,762
-215,931
-52% -$6.05M 0.38% 47
2020
Q2 		$11.6M Buy
415,693
+78,418
+23% +$2.19M 0.84% 33
2020
Q1 		$9.45M Buy
337,275
+298,903
+779% +$8.02M 0.82% 31
2019
Q4 		$995K Buy
38,372
+1,273
+3% +$33.2K 0.07% 98
2019
Q3 		$977K Buy
+37,099
New +$969K 0.07% 97

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Donaldson Capital Management's GOVT Position: Q2 2025 in Review

Donaldson Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 11,938 shares — an estimated $274K sold.

Donaldson Capital Management first reported a position in GOVT in Q3 2019 and held it in 23 quarters. The position peaked at $11.6M in Q2 2020. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Donaldson Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 11,938 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $274K.
  • Donaldson Capital Management first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 23 quarters.
  • Donaldson Capital Management's iShares US Treasury Bond ETF position peaked at $11.6M in Q2 2020.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Donaldson Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.