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

Eldridge Investment 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	$2.67M	Buy	+117,200	New	+$2.67M	0.53%	33
2022 Q3	–	Sell	-8,552	Closed	-$204K	–	134
2022 Q2	$204K	Buy	+8,552	New	+$206K	0.08%	125
2022 Q1	–	Sell	-17,552	Closed	-$468K	–	129
2021 Q4	$468K	Sell	17,552 -13,500	-43%	-$357K	0.15%	84
2021 Q3	$824K	Sell	31,052 -6,000	-16%	-$161K	0.29%	54
2021 Q2	$985K	Sell	37,052 -114,008	-75%	-$3.01M	0.36%	49
2021 Q1	$3.96M	Buy	151,060 +3,292	+2%	+$88K	1.53%	13
2020 Q4	$4.03M	Sell	147,768 -10,282	-7%	-$284K	1.68%	14
2020 Q3	$4.42M	Sell	158,050 -22,838	-13%	-$640K	2.08%	12
2020 Q2	$5.06M	Buy	180,888 +53,267	+42%	+$1.49M	2.52%	10
2020 Q1	$3.58M	Buy	+127,621	New	+$3.42M	2.03%	13

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

Eldridge Investment Advisors's GOVT Position: Q2 2026 in Review

Eldridge Investment Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 117,200 shares worth $2.67M. The stake represents 0.53% of the portfolio and ranks #33 among its holdings. This is a return to the name: Eldridge Investment Advisors previously reported a position in GOVT as recently as Q2 2022.

Eldridge Investment Advisors first reported a position in GOVT in Q1 2020 and has held it in 10 quarters since. The position peaked at $5.06M in Q2 2020. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Eldridge Investment Advisors held 117,200 shares of iShares US Treasury Bond ETF worth $2.67M as of Q2 2026.
iShares US Treasury Bond ETF was a new Eldridge Investment Advisors position in Q2 2026.
iShares US Treasury Bond ETF made up 0.53% of Eldridge Investment Advisors's portfolio in Q2 2026, its #33 holding.
Eldridge Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 10 quarters since.
Eldridge Investment Advisors's iShares US Treasury Bond ETF position peaked at $5.06M in Q2 2020.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.