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Rossmore Private Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rossmore Private Capital’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 		$5.06K Hold
222
– – ﹤0.01% 355
2026
Q1 		$5.09K Hold
222
– – ﹤0.01% 342
2025
Q4 		$5.11K Hold
222
– – ﹤0.01% 346
2025
Q3 		$5.13K Buy
+222
New +$5.09K ﹤0.01% 322

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 22.9% 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

Rossmore Private Capital's GOVT Position: Q2 2026 in Review

Rossmore Private Capital held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 222 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Rossmore Private Capital first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.13K in Q3 2025. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Rossmore Private Capital held 222 shares of iShares US Treasury Bond ETF worth $5.06K as of Q2 2026.
  • Rossmore Private Capital left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #355 holding.
  • Rossmore Private Capital first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Rossmore Private Capital's iShares US Treasury Bond ETF position peaked at $5.13K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.