SHGA
GOVT icon

Sand Hill Global Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sand Hill Global Advisors’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 		$290K Sell
12,664
-265
-2% -$6.11K 0.01% 171
2025
Q4 		$298K Hold
12,929
– – 0.01% 168
2025
Q3 		$299K Sell
12,929
-3,926
-23% -$90K 0.01% 170
2025
Q2 		$387K Sell
16,855
-4,349
-21% -$99K 0.01% 158
2025
Q1 		$487K Sell
21,204
-1,537,569
-99% -$34.9M 0.02% 144
2024
Q4 		$35.8M Sell
1,558,773
-298,483
-16% -$6.81M 1.52% 14
2024
Q3 		$43.6M Buy
1,857,256
+48,274
+3% +$1.12M 1.84% 12
2024
Q2 		$40.8M Buy
1,808,982
+549,187
+44% +$12.3M 1.85% 12
2024
Q1 		$28.7M Buy
1,259,795
+245,749
+24% +$5.59M 1.36% 12
2023
Q4 		$23.4M Sell
1,014,046
-186,579
-16% -$4.15M 1.12% 15
2023
Q3 		$26.5M Buy
1,200,625
+129,852
+12% +$2.92M 1.46% 13
2023
Q2 		$24.5M Buy
+1,070,773
New +$24.8M 1.22% 14
2022
Q4 		– Sell
-12,025
Closed -$274K – 162
2022
Q3 		$274K Buy
+12,025
New +$285K 0.02% 140

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Sand Hill Global Advisors's GOVT Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q1 2026, selling an estimated $6.11K and leaving 12,664 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #171.

Sand Hill Global Advisors first reported a position in GOVT in Q3 2022 and has held it in 13 quarters since. The position peaked at $43.6M in Q3 2024. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Sand Hill Global Advisors held 12,664 shares of iShares US Treasury Bond ETF worth $290K as of Q1 2026.
  • Sand Hill Global Advisors sold 265 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $6.11K.
  • iShares US Treasury Bond ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #171 holding.
  • Sand Hill Global Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Sand Hill Global Advisors's iShares US Treasury Bond ETF position peaked at $43.6M in Q3 2024.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.