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 Q2	$1.4M	Sell	61,454 -3,899	-6%	-$88.8K	0.15%	54
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 $1.55T 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

Roble Belko & Company's GOVT Position: Q2 2026 in Review

Roble Belko & Company reduced its iShares US Treasury Bond ETF (GOVT) stake by 6% in Q2 2026, selling an estimated $88.8K and leaving 61,454 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #54.

Roble Belko & Company first reported a position in GOVT in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.75M in Q3 2023. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Roble Belko & Company held 61,454 shares of iShares US Treasury Bond ETF worth $1.4M as of Q2 2026.
Roble Belko & Company sold 3,899 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $88.8K.
iShares US Treasury Bond ETF made up 0.15% of Roble Belko & Company's portfolio in Q2 2026, its #54 holding.
Roble Belko & Company first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Roble Belko & Company's iShares US Treasury Bond ETF position peaked at $5.75M in Q3 2023.
960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.