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GOVT icon

GLOBALT Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

GLOBALT Investments’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 		$2.62M Sell
115,225
-2,900
-2% -$66K 0.09% 107
2026
Q1 		$2.71M Hold
118,125
– – 0.1% 106
2025
Q4 		$2.72M Hold
118,125
– – 0.1% 103
2025
Q3 		$2.73M Sell
118,125
-9,600
-8% -$220K 0.1% 104
2025
Q2 		$2.94M Sell
127,725
-18,500
-13% -$421K 0.11% 99
2025
Q1 		$3.36M Sell
146,225
-16,326
-10% -$370K 0.14% 93
2024
Q4 		$3.74M Sell
162,551
-2,303,396
-93% -$52.6M 0.14% 89
2024
Q3 		$57.8M Sell
2,465,947
-105,097
-4% -$2.43M 2.17% 11
2024
Q2 		$58M Sell
2,571,044
-3,888
-0.2% -$87.2K 2.32% 11
2024
Q1 		$58.6M Sell
2,574,932
-61,254
-2% -$1.39M 2.33% 11
2023
Q4 		$60.7M Buy
+2,636,186
New +$58.7M 2.53% 10

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

GLOBALT Investments's GOVT Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.5% in Q2 2026, selling an estimated $66K and leaving 115,225 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #107.

GLOBALT Investments first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.7M in Q4 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • GLOBALT Investments held 115,225 shares of iShares US Treasury Bond ETF worth $2.62M as of Q2 2026.
  • GLOBALT Investments sold 2,900 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $66K.
  • iShares US Treasury Bond ETF made up 0.09% of GLOBALT Investments's portfolio in Q2 2026, its #107 holding.
  • GLOBALT Investments first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's iShares US Treasury Bond ETF position peaked at $60.7M in Q4 2023.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.