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J.E. Simmons & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

J.E. Simmons & 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 		$805K Buy
35,337
+1,542
+5% +$35.1K 0.45% 23
2026
Q1 		$774K Sell
33,795
-3,402
-9% -$78.4K 0.52% 23
2025
Q4 		$856K Buy
+37,197
New +$861K 0.56% 24

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

J.E. Simmons & Co's GOVT Position: Q2 2026 in Review

J.E. Simmons & Co increased its iShares US Treasury Bond ETF (GOVT) stake by 4.6% in Q2 2026, buying an estimated $35.1K and bringing the position to 35,337 shares worth $805K. The position accounts for 0.45% of the portfolio, ranked #23.

J.E. Simmons & Co first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $856K in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • J.E. Simmons & Co held 35,337 shares of iShares US Treasury Bond ETF worth $805K as of Q2 2026.
  • J.E. Simmons & Co bought 1,542 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $35.1K.
  • iShares US Treasury Bond ETF made up 0.45% of J.E. Simmons & Co's portfolio in Q2 2026, its #23 holding.
  • J.E. Simmons & Co first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's iShares US Treasury Bond ETF position peaked at $856K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.