Logan Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Logan Capital 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	$1.23K	Buy	+54	New	+$1.23K	﹤0.01%	406
2025 Q4	–	Sell	-54	Closed	-$1.25K	–	347
2025 Q3	$1.25K	Hold	54	–	–	﹤0.01%	417
2025 Q2	$1.24K	Hold	54	–	–	﹤0.01%	409
2025 Q1	$1.24K	Hold	54	–	–	﹤0.01%	501
2024 Q4	$1.21K	Buy	+54	New	+$1.23K	﹤0.01%	474

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

Logan Capital Management's GOVT Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 54 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in GOVT as recently as Q3 2025.

Logan Capital Management first reported a position in GOVT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.25K in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Logan Capital Management held 54 shares of iShares US Treasury Bond ETF worth $1.23K as of Q2 2026.
iShares US Treasury Bond ETF was a new Logan Capital Management position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #406 holding.
Logan Capital Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Logan Capital Management's iShares US Treasury Bond ETF position peaked at $1.25K in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.