JBA
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Johnson Bixby & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Johnson Bixby & Associates’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 		$32M Buy
1,403,983
+307,121
+28% +$6.99M 3.57% 9
2026
Q1 		$25.1M Buy
1,096,862
+23,660
+2% +$545K 3.12% 10
2025
Q4 		$24.7M Buy
1,073,202
+3,627
+0.3% +$84K 3.06% 11
2025
Q3 		$24.7M Buy
1,069,575
+34,886
+3% +$800K 3.17% 8
2025
Q2 		$23.8M Buy
1,034,689
+18,542
+2% +$422K 3.27% 8
2025
Q1 		$23.4M Sell
1,016,147
-4,844
-0.5% -$110K 3.49% 8
2024
Q4 		$23.5M Sell
1,020,991
-4,382
-0.4% -$100K 3.58% 6
2024
Q3 		$24M Sell
1,025,373
-98,864
-9% -$2.29M 3.66% 6
2024
Q2 		$25.4M Buy
1,124,237
+35,389
+3% +$793K 4.25% 5
2024
Q1 		$24.8M Buy
1,088,848
+65,271
+6% +$1.48M 4.31% 5
2023
Q4 		$23.6M Sell
1,023,577
-6,650
-0.6% -$148K 4.45% 6
2023
Q3 		$22.7M Sell
1,030,227
-162,842
-14% -$3.67M 4.73% 6
2023
Q2 		$27.3M Buy
1,193,069
+112,532
+10% +$2.61M 5.66% 7
2023
Q1 		$25.3M Buy
1,080,537
+55,545
+5% +$1.28M 5.58% 6
2022
Q4 		$23.3M Buy
1,024,992
+12,240
+1% +$278K 5.42% 5
2022
Q3 		$23.1M Buy
1,012,752
+275,317
+37% +$6.52M 5.79% 5
2022
Q2 		$17.6M Buy
737,435
+63,099
+9% +$1.52M 4.3% 8
2022
Q1 		$16.8M Sell
674,336
-27,991
-4% -$717K 4.33% 8
2021
Q4 		$18.7M Sell
702,327
-26,343
-4% -$697K 4.97% 5
2021
Q3 		$19.3M Buy
728,670
+6,587
+0.9% +$176K 5.6% 5
2021
Q2 		$19.4M Sell
722,083
-32,765
-4% -$865K 5.6% 5
2021
Q1 		$19.8M Buy
754,848
+121,245
+19% +$3.24M 6.25% 5
2020
Q4 		$17.3M Buy
+633,603
New +$17.5M 5.71% 5

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

Johnson Bixby & Associates's GOVT Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2026, buying an estimated $6.99M and bringing the position to 1,403,983 shares worth $32M. The position accounts for 3.57% of the portfolio, ranked #9.

Johnson Bixby & Associates first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Johnson Bixby & Associates held 1,403,983 shares of iShares US Treasury Bond ETF worth $32M as of Q2 2026.
  • Johnson Bixby & Associates bought 307,121 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.99M.
  • iShares US Treasury Bond ETF made up 3.57% of Johnson Bixby & Associates's portfolio in Q2 2026, its #9 holding.
  • Johnson Bixby & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.