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Simon Quick Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Simon Quick 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 		$6.82M Buy
299,493
+5,621
+2% +$128K 0.28% 61
2026
Q1 		$6.73M Buy
293,872
+27,642
+10% +$637K 0.31% 56
2025
Q4 		$6.13M Sell
266,230
-2,100
-0.8% -$48.6K 0.27% 61
2025
Q3 		$6.2M Buy
268,330
+12,409
+5% +$285K 0.28% 54
2025
Q2 		$5.88M Buy
255,921
+243,218
+1,915% +$5.54M 0.3% 52
2025
Q1 		$292K Buy
+12,703
New +$288K 0.02% 447
2021
Q2 		– Sell
-5
Closed – – 454
2021
Q1 		$0 Hold
5
– – ﹤0.01% 454
2020
Q4 		$0 Buy
+5
New +$138 ﹤0.01% 480

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

Simon Quick Advisors's GOVT Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 1.9% in Q2 2026, buying an estimated $128K and bringing the position to 299,493 shares worth $6.82M. The position accounts for 0.28% of the portfolio, ranked #61.

Simon Quick Advisors first reported a position in GOVT in Q4 2020 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Simon Quick Advisors held 299,493 shares of iShares US Treasury Bond ETF worth $6.82M as of Q2 2026.
  • Simon Quick Advisors bought 5,621 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares US Treasury Bond ETF made up 0.28% of Simon Quick Advisors's portfolio in Q2 2026, its #61 holding.
  • Simon Quick Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.