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 Q2	$281K	Sell	12,335 -329	-3%	-$7.49K	0.01%	188
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 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

Sand Hill Global Advisors's GOVT Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.6% in Q2 2026, selling an estimated $7.49K and leaving 12,335 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #188.

Sand Hill Global Advisors first reported a position in GOVT in Q3 2022 and has held it in 14 quarters since. The position peaked at $43.6M in Q3 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sand Hill Global Advisors held 12,335 shares of iShares US Treasury Bond ETF worth $281K as of Q2 2026.
Sand Hill Global Advisors sold 329 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $7.49K.
iShares US Treasury Bond ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #188 holding.
Sand Hill Global Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
Sand Hill Global Advisors's iShares US Treasury Bond ETF position peaked at $43.6M in Q3 2024.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.