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

Savant 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	$15.6M	Sell	684,975 -54,641	-7%	-$1.24M	0.05%	224
2026 Q1	$16.9M	Sell	739,616 -57,439	-7%	-$1.32M	0.08%	140
2025 Q4	$18.4M	Sell	797,055 -31,745	-4%	-$735K	0.1%	125
2025 Q3	$19.2M	Sell	828,800 -5,333	-0.6%	-$122K	0.12%	121
2025 Q2	$19.2M	Sell	834,133 -121,879	-13%	-$2.78M	0.14%	102
2025 Q1	$22M	Buy	956,012 +64,187	+7%	+$1.45M	0.19%	80
2024 Q4	$20.5M	Buy	+891,825	New	+$20.3M	0.16%	94
2022 Q1	–	Sell	-8,221	Closed	-$219K	–	576
2021 Q4	$219K	Sell	8,221 -79	-1%	-$2.09K	0.01%	525
2021 Q3	$220K	Buy	+8,300	New	+$222K	0.01%	482

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

Savant Capital's GOVT Position: Q2 2026 in Review

Savant Capital reduced its iShares US Treasury Bond ETF (GOVT) stake by 7.4% in Q2 2026, selling an estimated $1.24M and leaving 684,975 shares worth $15.6M. The position accounts for 0.05% of the portfolio, ranked #224.

Savant Capital first reported a position in GOVT in Q3 2021 and has held it in 9 quarters since. The position peaked at $22M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Savant Capital held 684,975 shares of iShares US Treasury Bond ETF worth $15.6M as of Q2 2026.
Savant Capital sold 54,641 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.24M.
iShares US Treasury Bond ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #224 holding.
Savant Capital first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
Savant Capital's iShares US Treasury Bond ETF position peaked at $22M in Q1 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.