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

One 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 		$1.75M Hold
76,335
– – 0.05% 236
2026
Q1 		$1.75M Buy
76,335
+21,629
+40% +$499K 0.05% 234
2025
Q4 		$1.26M Buy
54,706
+44,999
+464% +$1.04M 0.04% 267
2025
Q3 		$224K Sell
9,707
-1,583
-14% -$36.3K 0.01% 457
2025
Q2 		$259K Buy
+11,290
New +$257K 0.01% 425

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 22.9% 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

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

One Capital Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 76,335 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #236.

One Capital Management first reported a position in GOVT in Q2 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • One Capital Management held 76,335 shares of iShares US Treasury Bond ETF worth $1.75M as of Q2 2026.
  • One Capital Management left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.05% of One Capital Management's portfolio in Q2 2026, its #236 holding.
  • One Capital Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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