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Rothschild Investment LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rothschild Investment LLC’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 		$273K Buy
11,983
+58
+0.5% +$1.32K 0.01% 783
2026
Q1 		$273K Buy
11,925
+37
+0.3% +$853 0.01% 576
2025
Q4 		$274K Buy
11,888
+73
+0.6% +$1.69K 0.02% 522
2025
Q3 		$273K Buy
11,815
+55
+0.5% +$1.26K 0.02% 509
2025
Q2 		$270K Buy
11,760
+54
+0.5% +$1.23K 0.02% 445
2025
Q1 		$269K Sell
11,706
-2,865
-20% -$64.9K 0.02% 439
2024
Q4 		$335K Buy
14,571
+67
+0.5% +$1.53K 0.02% 406
2024
Q3 		$340K Buy
14,504
+8,764
+153% +$203K 0.02% 409
2024
Q2 		$130K Buy
5,740
+743
+15% +$16.7K 0.01% 575
2024
Q1 		$114K Buy
4,997
+24
+0.5% +$546 0.01% 573
2023
Q4 		$115K Buy
+4,973
New +$111K 0.01% 508

Other funds holding GOVT

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Rothschild Investment LLC's GOVT Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares US Treasury Bond ETF (GOVT) stake by 0.49% in Q2 2026, buying an estimated $1.32K and bringing the position to 11,983 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #783.

Rothschild Investment LLC first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q3 2024. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Rothschild Investment LLC held 11,983 shares of iShares US Treasury Bond ETF worth $273K as of Q2 2026.
  • Rothschild Investment LLC bought 58 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.32K.
  • iShares US Treasury Bond ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #783 holding.
  • Rothschild Investment LLC first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares US Treasury Bond ETF position peaked at $340K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.