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Matthew Hamilton Rosenberg’s iShares US Treasury Bond ETF GOVT Stock Holding History

Matthew Hamilton Rosenberg’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 		$18.2K Hold
801
– – ﹤0.01% 558
2026
Q1 		$18.4K Sell
801
-39
-5% -$899 ﹤0.01% 550
2025
Q4 		$19.3K Hold
840
– – ﹤0.01% 550
2025
Q3 		$19.4K Buy
840
+158
+23% +$3.62K ﹤0.01% 549
2025
Q2 		$15.7K Sell
682
-5,020
-88% -$114K ﹤0.01% 600
2025
Q1 		$131K Sell
5,702
-80
-1% -$1.81K 0.03% 264
2024
Q4 		$133K Sell
5,782
-5,703
-50% -$130K 0.03% 259
2024
Q3 		$269K Sell
11,485
-496
-4% -$11.5K 0.07% 146
2024
Q2 		$268K Sell
11,981
-238
-2% -$5.34K 0.08% 136
2024
Q1 		$275K Sell
12,219
-984
-7% -$22.4K 0.08% 130
2023
Q4 		$304K Sell
13,203
-4,065
-24% -$90.5K 0.09% 115
2023
Q3 		$381K Sell
17,268
-10,233
-37% -$230K 0.13% 81
2023
Q2 		$630K Sell
27,501
-19,661
-42% -$456K 0.21% 52
2023
Q1 		$1.1M Sell
47,162
-2,195
-4% -$50.7K 0.36% 40
2022
Q4 		$1.12M Sell
49,357
-19,269
-28% -$438K 0.38% 38
2022
Q3 		$1.56M Sell
68,626
-38,695
-36% -$917K 0.6% 27
2022
Q2 		$2.58M Sell
107,321
-12,120
-10% -$292K 0.97% 18
2022
Q1 		$2.98M Sell
119,441
-33,737
-22% -$864K 1.04% 16
2021
Q4 		$4.09M Sell
153,178
-19,208
-11% -$509K 1.45% 15
2021
Q3 		$4.57M Buy
+172,386
New +$4.62M 1.81% 12

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

Matthew Hamilton Rosenberg's GOVT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 801 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Matthew Hamilton Rosenberg first reported a position in GOVT in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.57M in Q3 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 801 shares of iShares US Treasury Bond ETF worth $18.2K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #558 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares US Treasury Bond ETF position peaked at $4.57M in Q3 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.