International Assets Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

International Assets Investment Management’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	$338K	Buy	14,913 +191	+1%	+$4.35K	0.02%	641
2026 Q1	$336K	Buy	14,722 +1,500	+11%	+$34.6K	0.02%	589
2025 Q4	$304K	Sell	13,222 -1,476	-10%	-$34.2K	0.02%	634
2025 Q3	$336K	Hold	14,698	–	–	0.03%	567
2025 Q2	$338K	Buy	14,698 +2,800	+24%	+$63.8K	0.03%	572
2025 Q1	$273K	Sell	11,898 -383	-3%	-$8.68K	0.02%	597
2024 Q4	$276K	Buy	+12,281	New	+$280K	0.02%	610
2024 Q3	–	Sell	-16,799	Closed	-$379K	–	2093
2024 Q2	$379K	Sell	16,799 -2,678	-14%	-$60K	0.04%	462
2024 Q1	$438K	Sell	19,477 -3,122	-14%	-$71K	0.05%	407
2023 Q4	$521K	Buy	+22,599	New	+$503K	0.07%	329

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

International Assets Investment Management's GOVT Position: Q2 2026 in Review

International Assets Investment Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1.3% in Q2 2026, buying an estimated $4.35K and bringing the position to 14,913 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #641.

International Assets Investment Management first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $521K in Q4 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

International Assets Investment Management held 14,913 shares of iShares US Treasury Bond ETF worth $338K as of Q2 2026.
International Assets Investment Management bought 191 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $4.35K.
iShares US Treasury Bond ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #641 holding.
International Assets Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
International Assets Investment Management's iShares US Treasury Bond ETF position peaked at $521K in Q4 2023.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.