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

Patten 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	$520K	Sell	22,839 -1,924	-8%	-$43.8K	0.08%	218
2026 Q1	$567K	Sell	24,763 -389	-2%	-$8.97K	0.1%	186
2025 Q4	$579K	Sell	25,152 -2,151	-8%	-$49.8K	0.11%	179
2025 Q3	$631K	Buy	27,303 +13,049	+92%	+$299K	0.12%	163
2025 Q2	$328K	Sell	14,254 -4,117	-22%	-$93.8K	0.07%	227
2025 Q1	$422K	Buy	18,371 +259	+1%	+$5.87K	0.1%	189
2024 Q4	$416K	Buy	18,112 +4,085	+29%	+$93.2K	0.09%	199
2024 Q3	$329K	Buy	14,027 +3,971	+39%	+$91.9K	0.07%	215
2024 Q2	$227K	Buy	+10,056	New	+$225K	0.05%	240
2018 Q3	–	Sell	-25	Closed	-$1K	–	690
2018 Q2	$1K	Sell	25 -25	-50%	-$612	﹤0.01%	649
2018 Q1	$1K	Sell	50 -67	-57%	-$1.65K	﹤0.01%	564
2017 Q4	$3K	Hold	117	–	–	﹤0.01%	566
2017 Q3	$3K	Hold	117	–	–	﹤0.01%	563
2017 Q2	$3K	Buy	117 +92	+368%	+$2.32K	﹤0.01%	576
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	623
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	597
2016 Q3	$646	Buy	+25	New	+$654	﹤0.01%	622

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

Patten Group's GOVT Position: Q2 2026 in Review

Patten Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 7.8% in Q2 2026, selling an estimated $43.8K and leaving 22,839 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #218.

Patten Group first reported a position in GOVT in Q3 2016 and has held it in 17 quarters since. The position peaked at $631K in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Patten Group held 22,839 shares of iShares US Treasury Bond ETF worth $520K as of Q2 2026.
Patten Group sold 1,924 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $43.8K.
iShares US Treasury Bond ETF made up 0.08% of Patten Group's portfolio in Q2 2026, its #218 holding.
Patten Group first reported a position in iShares US Treasury Bond ETF in Q3 2016 and has held it in 17 quarters since.
Patten Group's iShares US Treasury Bond ETF position peaked at $631K in Q3 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.