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Foster & Motley’s iShares US Treasury Bond ETF GOVT Stock Holding History

Foster & Motley’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 		$557K Sell
24,468
-703
-3% -$16K 0.03% 306
2026
Q1 		$577K Sell
25,171
-631
-2% -$14.5K 0.03% 288
2025
Q4 		$594K Sell
25,802
-2,165
-8% -$50.1K 0.03% 278
2025
Q3 		$647K Sell
27,967
-4,108
-13% -$94.2K 0.03% 267
2025
Q2 		$737K Sell
32,075
-4,662
-13% -$106K 0.04% 250
2025
Q1 		$844K Sell
36,737
-1,120
-3% -$25.4K 0.05% 230
2024
Q4 		$870K Sell
37,857
-85
-0.2% -$1.94K 0.06% 229
2024
Q3 		$890K Sell
37,942
-770
-2% -$17.8K 0.06% 222
2024
Q2 		$874K Buy
38,712
+264
+0.7% +$5.92K 0.06% 218
2024
Q1 		$875K Sell
38,448
-261
-0.7% -$5.93K 0.06% 218
2023
Q4 		$892K Sell
38,709
-264
-0.7% -$5.88K 0.07% 207
2023
Q3 		$859K Buy
38,973
+1,986
+5% +$44.7K 0.07% 210
2023
Q2 		$847K Buy
36,987
+2,257
+6% +$52.4K 0.07% 235
2023
Q1 		$812K Buy
34,730
+7,270
+26% +$168K 0.07% 241
2022
Q4 		$624K Buy
+27,460
New +$624K 0.05% 254

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

Foster & Motley's GOVT Position: Q2 2026 in Review

Foster & Motley reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.8% in Q2 2026, selling an estimated $16K and leaving 24,468 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #306.

Foster & Motley first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q4 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Foster & Motley held 24,468 shares of iShares US Treasury Bond ETF worth $557K as of Q2 2026.
  • Foster & Motley sold 703 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $16K.
  • iShares US Treasury Bond ETF made up 0.03% of Foster & Motley's portfolio in Q2 2026, its #306 holding.
  • Foster & Motley first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Foster & Motley's iShares US Treasury Bond ETF position peaked at $892K in Q4 2023.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.