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MSH Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

MSH Capital Advisors’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 		$870K Buy
38,210
+5,993
+19% +$136K 0.15% 136
2026
Q1 		$738K Buy
32,217
+15,005
+87% +$346K 0.16% 135
2025
Q4 		$396K Buy
17,212
+1,481
+9% +$34.3K 0.08% 200
2025
Q3 		$364K Buy
15,731
+1,505
+11% +$34.5K 0.1% 188
2025
Q2 		$327K Buy
14,226
+4,285
+43% +$97.6K 0.09% 188
2025
Q1 		$228K Buy
+9,941
New +$225K 0.07% 213
2024
Q1 		– Sell
-66,725
Closed -$1.54M – 218
2023
Q4 		$1.54M Buy
66,725
+54,019
+425% +$1.2M 0.57% 58
2023
Q3 		$280K Sell
12,706
-7,301
-36% -$164K 0.11% 174
2023
Q2 		$458K Buy
20,007
+775
+4% +$18K 0.17% 133
2023
Q1 		$450K Sell
19,232
-346
-2% -$7.99K 0.19% 122
2022
Q4 		$445K Buy
19,578
+8,989
+85% +$204K 0.2% 119
2022
Q3 		$241K Buy
10,589
+1,393
+15% +$33K 0.12% 165
2022
Q2 		$220K Sell
9,196
-277
-3% -$6.67K 0.1% 178
2022
Q1 		$236K Sell
9,473
-1,999
-17% -$51.2K 0.1% 180
2021
Q4 		$306K Buy
+11,472
New +$304K 0.14% 148

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

MSH Capital Advisors's GOVT Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 19% in Q2 2026, buying an estimated $136K and bringing the position to 38,210 shares worth $870K. The position accounts for 0.15% of the portfolio, ranked #136.

MSH Capital Advisors first reported a position in GOVT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2023. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • MSH Capital Advisors held 38,210 shares of iShares US Treasury Bond ETF worth $870K as of Q2 2026.
  • MSH Capital Advisors bought 5,993 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares US Treasury Bond ETF made up 0.15% of MSH Capital Advisors's portfolio in Q2 2026, its #136 holding.
  • MSH Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • MSH Capital Advisors's iShares US Treasury Bond ETF position peaked at $1.54M in Q4 2023.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.