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GOVT icon

INVST’s iShares US Treasury Bond ETF GOVT Stock Holding History

INVST’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 		$7.22M Buy
316,938
+39,372
+14% +$897K 0.7% 36
2026
Q1 		$6.36M Buy
277,566
+247,103
+811% +$5.7M 0.72% 38
2025
Q4 		$701K Sell
30,463
-2,023
-6% -$46.8K 0.08% 211
2025
Q3 		$751K Sell
32,486
-714
-2% -$16.4K 0.09% 192
2025
Q2 		$763K Buy
33,200
+4,038
+14% +$92K 0.1% 168
2025
Q1 		$670K Sell
29,162
-8,149
-22% -$185K 0.09% 188
2024
Q4 		$857K Buy
37,311
+3,894
+12% +$88.8K 0.1% 125
2024
Q3 		$784K Sell
33,417
-12,945
-28% -$300K 0.09% 140
2024
Q2 		$1.04M Buy
46,362
+3,656
+9% +$82K 0.11% 100
2024
Q1 		$961K Buy
42,706
+32,265
+309% +$733K 0.11% 96
2023
Q4 		$238K Sell
10,441
-54,793
-84% -$1.22M 0.03% 191
2023
Q3 		$1.44M Sell
65,234
-218,624
-77% -$4.92M 0.21% 65
2023
Q2 		$6.5M Buy
283,858
+49,842
+21% +$1.16M 0.94% 27
2023
Q1 		$5.46M Buy
234,016
+198,098
+552% +$4.58M 0.84% 29
2022
Q4 		$838K Sell
35,918
-243,373
-87% -$5.53M 0.13% 93
2022
Q3 		$6.3M Buy
279,291
+24,465
+10% +$580K 1.08% 23
2022
Q2 		$6.13M Buy
254,826
+87,293
+52% +$2.1M 0.95% 27
2022
Q1 		$4.01M Sell
167,533
-26,091
-13% -$668K 0.66% 32
2021
Q4 		$4.94M Buy
193,624
+31,516
+19% +$834K 0.77% 30
2021
Q3 		$4.3M Sell
162,108
-40,185
-20% -$1.08M 0.68% 33
2021
Q2 		$5.42M Buy
202,293
+33,155
+20% +$875K 0.89% 30
2021
Q1 		$4.46M Sell
169,138
-77,966
-32% -$2.08M 0.77% 33
2020
Q4 		$6.73M Sell
247,104
-5,302
-2% -$146K 1.22% 29
2020
Q3 		$7.05M Buy
252,406
+49,240
+24% +$1.38M 1.64% 19
2020
Q2 		$5.67M Sell
203,166
-3,425
-2% -$95.8K 1.68% 22
2020
Q1 		$5.8M Buy
206,591
+26,297
+15% +$706K 2.41% 12
2019
Q4 		$4.68M Buy
180,294
+98,194
+120% +$2.56M 1.76% 22
2019
Q3 		$2.16M Buy
+82,100
New +$2.14M 0.97% 30

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

INVST's GOVT Position: Q2 2026 in Review

INVST increased its iShares US Treasury Bond ETF (GOVT) stake by 14% in Q2 2026, buying an estimated $897K and bringing the position to 316,938 shares worth $7.22M. The position accounts for 0.7% of the portfolio, ranked #36.

INVST first reported a position in GOVT in Q3 2019 and has held it in 28 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • INVST held 316,938 shares of iShares US Treasury Bond ETF worth $7.22M as of Q2 2026.
  • INVST bought 39,372 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $897K.
  • iShares US Treasury Bond ETF made up 0.7% of INVST's portfolio in Q2 2026, its #36 holding.
  • INVST first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.