FCT
GOVT icon

Family Capital Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Family Capital Trust’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 		$6.87M Sell
301,903
-66
-0% -$1.5K 2.24% 14
2026
Q1 		$6.92M Buy
301,969
+570
+0.2% +$13.1K 2.5% 10
2025
Q4 		$6.94M Buy
301,399
+1,306
+0.4% +$30.2K 2.27% 12
2025
Q3 		$6.94M Buy
300,093
+1,041
+0.3% +$23.9K 2.32% 12
2025
Q2 		$6.87M Sell
299,052
-8
-0% -$182 2.38% 13
2025
Q1 		$6.87M Buy
299,060
+27,065
+10% +$613K 2.46% 15
2024
Q4 		$6.25M Buy
271,995
+264,322
+3,445% +$6.03M 2.12% 14
2024
Q3 		$180K Hold
7,673
– – 0.06% 47
2024
Q2 		$173K Sell
7,673
-10,243
-57% -$230K 0.06% 46
2024
Q1 		$408K Hold
17,916
– – 0.14% 39
2023
Q4 		$413K Buy
+17,916
New +$399K 0.13% 39
2023
Q3 		– Sell
-460
Closed -$10.5K – 53
2023
Q2 		$10.5K Hold
460
– – ﹤0.01% 52
2023
Q1 		$10.8K Sell
460
-383,588
-100% -$8.86M ﹤0.01% 52
2022
Q4 		$8.72M Sell
384,048
-9,002
-2% -$205K 3.54% 4
2022
Q3 		$8.94M Buy
393,050
+28,689
+8% +$680K 4.09% 4
2022
Q2 		$8.71M Sell
364,361
-23,565
-6% -$567K 3.45% 4
2022
Q1 		$9.66M Buy
387,926
+9,890
+3% +$253K 3.14% 5
2021
Q4 		$10.1M Buy
378,036
+8,105
+2% +$215K 2.82% 5
2021
Q3 		$9.81M Buy
369,931
+982
+0.3% +$26.3K 2.8% 4
2021
Q2 		$9.81M Buy
+368,949
New +$9.74M 2.77% 4

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Family Capital Trust's GOVT Position: Q2 2026 in Review

Family Capital Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.02% in Q2 2026, selling an estimated $1.5K and leaving 301,903 shares worth $6.87M. The position accounts for 2.24% of the portfolio, ranked #14.

Family Capital Trust first reported a position in GOVT in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q4 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Family Capital Trust held 301,903 shares of iShares US Treasury Bond ETF worth $6.87M as of Q2 2026.
  • Family Capital Trust sold 66 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.5K.
  • iShares US Treasury Bond ETF made up 2.24% of Family Capital Trust's portfolio in Q2 2026, its #14 holding.
  • Family Capital Trust first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Family Capital Trust's iShares US Treasury Bond ETF position peaked at $10.1M in Q4 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.