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

Roundview 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 		$486K Sell
21,341
-1,133
-5% -$25.8K 0.03% 269
2026
Q1 		$515K Hold
22,474
– – 0.03% 262
2025
Q4 		$517K Hold
22,474
– – 0.03% 251
2025
Q3 		$520K Hold
22,474
– – 0.03% 256
2025
Q2 		$516K Hold
22,474
– – 0.03% 258
2025
Q1 		$517K Sell
22,474
-556
-2% -$12.6K 0.04% 251
2024
Q4 		$529K Hold
23,030
– – 0.04% 265
2024
Q3 		$540K Sell
23,030
-459
-2% -$10.6K 0.04% 264
2024
Q2 		$530K Sell
23,489
-62
-0.3% -$1.39K 0.04% 250
2024
Q1 		$536K Hold
23,551
– – 0.04% 251
2023
Q4 		$543K Buy
+23,551
New +$524K 0.05% 237

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

Roundview Capital's GOVT Position: Q2 2026 in Review

Roundview Capital reduced its iShares US Treasury Bond ETF (GOVT) stake by 5% in Q2 2026, selling an estimated $25.8K and leaving 21,341 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #269.

Roundview Capital first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q4 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Roundview Capital held 21,341 shares of iShares US Treasury Bond ETF worth $486K as of Q2 2026.
  • Roundview Capital sold 1,133 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares US Treasury Bond ETF made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #269 holding.
  • Roundview Capital first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Roundview Capital's iShares US Treasury Bond ETF position peaked at $543K in Q4 2023.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.