Greenleaf Trust
GOVT icon

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

Greenleaf 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
Q3 		$3.73M Buy
170,401
+140,314
+466% +$3.14M 0.04% 135
2026
Q2 		$685K Sell
30,087
-7,827
-21% -$178K 0.01% 444
2026
Q1 		$869K Sell
37,914
-442
-1% -$10.2K 0.01% 372
2025
Q4 		$883K Sell
38,356
-54,904
-59% -$1.27M 0.01% 363
2025
Q3 		$2.16M Sell
93,260
-9,084
-9% -$208K 0.02% 185
2025
Q2 		$2.35M Sell
102,344
-4,636
-4% -$106K 0.02% 174
2025
Q1 		$2.46M Buy
106,980
+12,108
+13% +$274K 0.02% 174
2024
Q4 		$2.18M Buy
94,872
+24,077
+34% +$549K 0.02% 184
2024
Q3 		$1.66M Sell
70,795
-6,284
-8% -$146K 0.01% 229
2024
Q2 		$1.74M Sell
77,079
-12,446
-14% -$279K 0.02% 199
2024
Q1 		$2.04M Buy
89,525
+38,795
+76% +$882K 0.02% 180
2023
Q4 		$1.17M Sell
50,730
-44,800
-47% -$997K 0.01% 268
2023
Q3 		$2.11M Buy
95,530
+8,832
+10% +$199K 0.02% 155
2023
Q2 		$1.99M Sell
86,698
-245,808
-74% -$5.7M 0.02% 162
2023
Q1 		$7.77M Sell
332,506
-209,413
-39% -$4.84M 0.09% 69
2022
Q4 		$12.3M Buy
+541,919
New +$12.3M 0.16% 48
2022
Q3 		– Sell
-8,925
Closed -$213K – 720
2022
Q2 		$213K Buy
+8,925
New +$215K ﹤0.01% 658
2021
Q1 		– Sell
-12,955
Closed -$353K – 713
2020
Q4 		$353K Buy
+12,955
New +$357K ﹤0.01% 419
2019
Q2 		– Sell
-11,335
Closed -$286K – 548
2019
Q1 		$286K Sell
11,335
-1,095
-9% -$27.2K ﹤0.01% 393
2018
Q4 		$306K Hold
12,430
– – 0.01% 360
2018
Q3 		$303K Hold
12,430
– – 0.01% 394
2018
Q2 		$306K Buy
12,430
+2,075
+20% +$50.8K 0.01% 365
2018
Q1 		$256K Buy
10,355
+1,010
+11% +$24.9K 0.01% 374
2017
Q4 		$234K Hold
9,345
– – ﹤0.01% 400
2017
Q3 		$236K Buy
+9,345
New +$237K 0.01% 366

Other funds holding GOVT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Greenleaf Trust's GOVT Position: Q3 2026 in Review

Greenleaf Trust increased its iShares US Treasury Bond ETF (GOVT) stake by 466% in Q3 2026, buying an estimated $3.14M and bringing the position to 170,401 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #135.

Greenleaf Trust first reported a position in GOVT in Q3 2017 and has held it in 25 quarters since. The position peaked at $12.3M in Q4 2022. 680 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Greenleaf Trust held 170,401 shares of iShares US Treasury Bond ETF worth $3.73M as of Q3 2026.
  • Greenleaf Trust bought 140,314 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $3.14M.
  • iShares US Treasury Bond ETF made up 0.04% of Greenleaf Trust's portfolio in Q3 2026, its #135 holding.
  • Greenleaf Trust first reported a position in iShares US Treasury Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • Greenleaf Trust's iShares US Treasury Bond ETF position peaked at $12.3M in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.