Norden Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Norden Group’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	$679K	Buy	29,791 +1,246	+4%	+$28.4K	0.06%	287
2026 Q1	$654K	Buy	28,545 +473	+2%	+$10.9K	0.06%	274
2025 Q4	$646K	Sell	28,072 -1,260	-4%	-$29.2K	0.06%	288
2025 Q3	$678K	Sell	29,332 -10,913	-27%	-$250K	0.07%	274
2025 Q2	$925K	Buy	40,245 +1,741	+5%	+$39.6K	0.1%	197
2025 Q1	$885K	Sell	38,504 -3,216	-8%	-$72.9K	0.1%	193
2024 Q4	$959K	Sell	41,720 -3,155	-7%	-$72K	0.11%	196
2024 Q3	$1.05M	Buy	44,875 +494	+1%	+$11.4K	0.12%	182
2024 Q2	$1M	Sell	44,381 -19,494	-31%	-$437K	0.2%	113
2024 Q1	$1.45M	Buy	+63,875	New	+$1.45M	0.3%	78

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

Norden Group's GOVT Position: Q2 2026 in Review

Norden Group increased its iShares US Treasury Bond ETF (GOVT) stake by 4.4% in Q2 2026, buying an estimated $28.4K and bringing the position to 29,791 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #287.

Norden Group first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q1 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Norden Group held 29,791 shares of iShares US Treasury Bond ETF worth $679K as of Q2 2026.
Norden Group bought 1,246 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares US Treasury Bond ETF made up 0.06% of Norden Group's portfolio in Q2 2026, its #287 holding.
Norden Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's iShares US Treasury Bond ETF position peaked at $1.45M in Q1 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.