Hirtle Callaghan & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hirtle Callaghan & Co’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	–	Hold	0	–	–	–	23
2026 Q1	–	Hold	0	–	–	–	8
2025 Q4	–	Hold	0	–	–	–	8
2025 Q3	–	Hold	0	–	–	–	8
2025 Q2	–	Hold	0	–	–	–	8
2025 Q1	–	Hold	0	–	–	–	8
2024 Q4	–	Hold	0	–	–	–	5
2024 Q3	–	Hold	0	–	–	–	5
2024 Q2	–	Hold	0	–	–	–	5
2024 Q1	–	Sell	-5,872,353	Closed	-$133M	–	5
2023 Q4	$135M	Buy	5,872,353 +932,104	+19%	+$20.7M	6.17%	4
2023 Q3	$109M	Buy	4,940,249 +2,116,103	+75%	+$47.6M	5.44%	4
2023 Q2	$64.7M	Buy	2,824,146 +221,103	+8%	+$5.13M	3.09%	7
2023 Q1	$60.9M	Buy	2,603,043 +2,180,959	+517%	+$50.4M	3.03%	7
2022 Q4	$9.59M	Buy	422,084 +54,753	+15%	+$1.24M	0.59%	23
2022 Q3	$8.36M	Hold	367,331	–	–	0.6%	23
2022 Q2	$8.78M	Buy	+367,331	New	+$8.84M	0.52%	22
2017 Q4	–	Hold	0	–	–	–	56

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

Hirtle Callaghan & Co's GOVT Position: Q2 2026 in Review

Hirtle Callaghan & Co held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 0 shares worth $12.5M. The position accounts for 0.41% of the portfolio, ranked #23.

Hirtle Callaghan & Co first reported a position in GOVT in Q2 2022 and has held it in 7 quarters since. The position peaked at $135M in Q4 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Hirtle Callaghan & Co held 0 shares of iShares US Treasury Bond ETF worth $12.5M as of Q2 2026.
Hirtle Callaghan & Co left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.41% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #23 holding.
Hirtle Callaghan & Co first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
Hirtle Callaghan & Co's iShares US Treasury Bond ETF position peaked at $135M in Q4 2023.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.