NorthRock Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

NorthRock Partners’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	$15.5M	Buy	682,331 +4,749	+0.7%	+$108K	0.23%	65
2026 Q1	$15.5M	Buy	677,582 +511,942	+309%	+$11.8M	0.25%	63
2025 Q4	$3.81M	Buy	165,640 +44,807	+37%	+$1.04M	0.06%	139
2025 Q3	$2.79M	Buy	+120,833	New	+$2.77M	0.05%	167
2025 Q2	–	Sell	-125	Closed	-$2.88K	–	772
2025 Q1	$2.88K	Sell	125 -545	-81%	-$12.4K	﹤0.01%	814
2024 Q4	$15.4K	Buy	670 +138	+26%	+$3.15K	﹤0.01%	713
2024 Q3	$12.5K	Sell	532 -581	-52%	-$13.5K	﹤0.01%	759
2024 Q2	$25.1K	Buy	1,113 +151	+16%	+$3.39K	﹤0.01%	707
2024 Q1	$21.9K	Sell	962 -1,345	-58%	-$30.6K	﹤0.01%	701
2023 Q4	$53.1K	Buy	+2,307	New	+$51.4K	﹤0.01%	617
2022 Q3	–	Sell	-8,386	Closed	-$200K	–	316
2022 Q2	$200K	Buy	+8,386	New	+$202K	0.02%	291

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

NorthRock Partners's GOVT Position: Q2 2026 in Review

NorthRock Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 0.7% in Q2 2026, buying an estimated $108K and bringing the position to 682,331 shares worth $15.5M. The position accounts for 0.23% of the portfolio, ranked #65.

NorthRock Partners first reported a position in GOVT in Q2 2022 and has held it in 11 quarters since. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

NorthRock Partners held 682,331 shares of iShares US Treasury Bond ETF worth $15.5M as of Q2 2026.
NorthRock Partners bought 4,749 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares US Treasury Bond ETF made up 0.23% of NorthRock Partners's portfolio in Q2 2026, its #65 holding.
NorthRock Partners first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.