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

Leavell 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	–	Sell	-14,989	Closed	-$343K	–	641
2026 Q1	$343K	Sell	14,989 -6,816	-31%	-$157K	0.01%	490
2025 Q4	$502K	Sell	21,805 -2,800	-11%	-$64.8K	0.02%	408
2025 Q3	$569K	Sell	24,605 -3,214	-12%	-$73.7K	0.02%	386
2025 Q2	$639K	Sell	27,819 -6,246	-18%	-$142K	0.03%	363
2025 Q1	$783K	Sell	34,065 -3,881	-10%	-$88K	0.04%	308
2024 Q4	$872K	Sell	37,946 -4,489	-11%	-$102K	0.04%	295
2024 Q3	$995K	Sell	42,435 -9,955	-19%	-$231K	0.05%	291
2024 Q2	$1.18M	Sell	52,390 -4,006	-7%	-$89.8K	0.07%	250
2024 Q1	$1.28M	Sell	56,396 -9,396	-14%	-$214K	0.07%	230
2023 Q4	$1.52M	Sell	65,792 -12,105	-16%	-$269K	0.1%	203
2023 Q3	$1.72M	Sell	77,897 -2,515	-3%	-$56.6K	0.12%	174
2023 Q2	$1.84M	Sell	80,412 -4,125	-5%	-$95.7K	0.13%	166
2023 Q1	$1.98M	Sell	84,537 -16,175	-16%	-$374K	0.14%	155
2022 Q4	$2.29M	Sell	100,712 -27,597	-22%	-$627K	0.17%	138
2022 Q3	$2.92M	Buy	+128,309	New	+$3.04M	0.23%	115

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

Leavell Investment Management's GOVT Position: Q2 2026 in Review

Leavell Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 14,989 shares — an estimated $343K sold.

Leavell Investment Management first reported a position in GOVT in Q3 2022 and held it in 15 quarters. The position peaked at $2.92M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Leavell Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Leavell Investment Management sold 14,989 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $343K.
Leavell Investment Management first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 15 quarters.
Leavell Investment Management's iShares US Treasury Bond ETF position peaked at $2.92M in Q3 2022.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.