Howe & Rusling’s iShares US Treasury Bond ETF GOVT Stock Holding History

Howe & Rusling’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	$2.31K	Hold	101	–	–	﹤0.01%	471
2026 Q1	$2.32K	Sell	101 -694	-87%	-$16K	﹤0.01%	461
2025 Q4	$18.3K	Buy	795 +584	+277%	+$13.5K	﹤0.01%	408
2025 Q3	$4.89K	Buy	211 +110	+109%	+$2.52K	﹤0.01%	432
2025 Q2	$2.33K	Hold	101	–	–	﹤0.01%	450
2025 Q1	$2.33K	Sell	101 -82	-45%	-$1.86K	﹤0.01%	420
2024 Q4	$4.21K	Buy	183 +101	+123%	+$2.3K	﹤0.01%	390
2024 Q3	$1.92K	Hold	82	–	–	﹤0.01%	388
2024 Q2	$1.85K	Hold	82	–	–	﹤0.01%	353
2024 Q1	$1.87K	Buy	+82	New	+$1.86K	﹤0.01%	378
2023 Q4	–	Sell	-865	Closed	-$19.1K	–	380
2023 Q3	$19.1K	Hold	865	–	–	﹤0.01%	282
2023 Q2	$19.8K	Buy	+865	New	+$20.1K	﹤0.01%	281
2019 Q2	–	Sell	-373	Closed	-$9K	–	842
2019 Q1	$9K	Buy	+373	New	+$9.27K	﹤0.01%	463

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

Howe & Rusling's GOVT Position: Q2 2026 in Review

Howe & Rusling held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 101 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Howe & Rusling first reported a position in GOVT in Q1 2019 and has held it in 13 quarters since. The position peaked at $19.8K in Q2 2023. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Howe & Rusling held 101 shares of iShares US Treasury Bond ETF worth $2.31K as of Q2 2026.
Howe & Rusling left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #471 holding.
Howe & Rusling first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 13 quarters since.
Howe & Rusling's iShares US Treasury Bond ETF position peaked at $19.8K in Q2 2023.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.