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

&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	$18.5M	Buy	809,711 +278,002	+52%	+$6.33M	0.08%	238
2026 Q1	$12.2M	Buy	531,709 +363,756	+217%	+$8.39M	0.06%	288
2025 Q4	$3.88M	Buy	167,953 +58,403	+53%	+$1.35M	0.02%	589
2025 Q3	$2.54M	Buy	109,550 +17,353	+19%	+$398K	0.02%	657
2025 Q2	$2.12M	Buy	92,197 +40,311	+78%	+$918K	0.02%	644
2025 Q1	$1.19M	Sell	51,886 -14,199	-21%	-$322K	0.01%	752
2024 Q4	$1.48M	Buy	66,085 +26,554	+67%	+$606K	0.02%	603
2024 Q3	$927K	Buy	+39,531	New	+$915K	0.02%	594

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

&Partners's GOVT Position: Q2 2026 in Review

&Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 52% in Q2 2026, buying an estimated $6.33M and bringing the position to 809,711 shares worth $18.5M. The position accounts for 0.08% of the portfolio, ranked #238.

&Partners first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

&Partners held 809,711 shares of iShares US Treasury Bond ETF worth $18.5M as of Q2 2026.
&Partners bought 278,002 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $6.33M.
iShares US Treasury Bond ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #238 holding.
&Partners first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.