Roble Belko & Company’s iShares US Treasury Bond ETF GOVT Stock Holding History

Roble Belko & Company’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 Q1	$1.5M	Hold	65,353	–	–	0.19%	49
2025 Q4	$1.5M	Hold	65,353	–	–	0.2%	45
2025 Q3	$1.51M	Hold	65,353	–	–	0.2%	42
2025 Q2	$1.5M	Sell	65,353 -11,556	-15%	-$263K	0.22%	43
2025 Q1	$1.77M	Hold	76,909	–	–	0.28%	40
2024 Q4	$1.77M	Buy	76,909 +25,497	+50%	+$582K	0.28%	41
2024 Q3	$1.21M	Hold	51,412	–	–	0.19%	43
2024 Q2	$1.16M	Sell	51,412 -21,862	-30%	-$490K	0.19%	46
2024 Q1	$1.67M	Buy	73,274 +21,862	+43%	+$497K	0.29%	40
2023 Q4	$1.19M	Sell	51,412 -209,234	-80%	-$4.66M	0.22%	42
2023 Q3	$5.75M	Buy	+260,646	New	+$5.87M	1.17%	24

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Roble Belko & Company's GOVT Position: Q1 2026 in Review

Roble Belko & Company held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 65,353 shares worth $1.5M. The position accounts for 0.19% of the portfolio, ranked #49.

Roble Belko & Company first reported a position in GOVT in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.75M in Q3 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Roble Belko & Company held 65,353 shares of iShares US Treasury Bond ETF worth $1.5M as of Q1 2026.
Roble Belko & Company left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
iShares US Treasury Bond ETF made up 0.19% of Roble Belko & Company's portfolio in Q1 2026, its #49 holding.
Roble Belko & Company first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Roble Belko & Company's iShares US Treasury Bond ETF position peaked at $5.75M in Q3 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.