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Robertson Stephens Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Robertson Stephens Wealth 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 		$7.04M Sell
308,865
-2,760
-0.9% -$62.9K 0.17% 101
2026
Q1 		$7.14M Sell
311,625
-107,804
-26% -$2.49M 0.2% 102
2025
Q4 		$9.66M Buy
419,429
+2,348
+0.6% +$54.4K 0.25% 77
2025
Q3 		$9.64M Buy
417,081
+16,813
+4% +$386K 0.29% 63
2025
Q2 		$9.2M Buy
400,268
+103,143
+35% +$2.35M 0.29% 67
2025
Q1 		$6.83M Buy
+297,125
New +$6.73M 0.23% 82
2023
Q4 		– Sell
-12,501
Closed -$276K – 456
2023
Q3 		$276K Sell
12,501
-15,284
-55% -$344K 0.02% 390
2023
Q2 		$636K Sell
27,785
-45,653
-62% -$1.06M 0.05% 248
2023
Q1 		$1.72M Buy
73,438
+61,990
+541% +$1.43M 0.13% 141
2022
Q4 		$260K Sell
11,448
-87,484
-88% -$1.99M 0.03% 354
2022
Q3 		$2.25M Buy
98,932
+23,216
+31% +$550K 0.23% 87
2022
Q2 		$1.81M Buy
75,716
+637
+0.8% +$15.3K 0.17% 107
2022
Q1 		$1.87M Sell
75,079
-53,756
-42% -$1.38M 0.16% 116
2021
Q4 		$3.44M Sell
128,835
-29,950
-19% -$793K 0.29% 80
2021
Q3 		$4.21M Buy
158,785
+3,838
+2% +$103K 0.48% 44
2021
Q2 		$4.12M Buy
154,947
+63,175
+69% +$1.67M 0.49% 41
2021
Q1 		$2.4M Buy
91,772
+31,962
+53% +$854K 0.38% 52
2020
Q4 		$1.63M Sell
59,810
-25,280
-30% -$697K 0.34% 59
2020
Q3 		$2.38M Buy
85,090
+417
+0.5% +$11.7K 0.58% 38
2020
Q2 		$2.37M Buy
84,673
+32,752
+63% +$916K 0.68% 35
2020
Q1 		$1.45M Buy
+51,921
New +$1.39M 0.5% 48

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 22.96% 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

Robertson Stephens Wealth Management's GOVT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.89% in Q2 2026, selling an estimated $62.9K and leaving 308,865 shares worth $7.04M. The position accounts for 0.17% of the portfolio, ranked #101.

Robertson Stephens Wealth Management first reported a position in GOVT in Q1 2020 and has held it in 21 quarters since. The position peaked at $9.66M in Q4 2025. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Robertson Stephens Wealth Management held 308,865 shares of iShares US Treasury Bond ETF worth $7.04M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 2,760 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $62.9K.
  • iShares US Treasury Bond ETF made up 0.17% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's iShares US Treasury Bond ETF position peaked at $9.66M in Q4 2025.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.