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

SOL Capital Management’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 		– Sell
-782,348
Closed -$17.9M – 22
2026
Q1 		$17.9M Buy
+782,348
New +$18M 8.7% 3

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

SOL Capital Management's GOVT Position: Q2 2026 in Review

SOL Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 782,348 shares — an estimated $17.9M sold.

SOL Capital Management first reported a position in GOVT in Q1 2026 and held it in 1 quarter. The position peaked at $17.9M in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SOL Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SOL Capital Management sold 782,348 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $17.9M.
  • SOL Capital Management first reported a position in iShares US Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • SOL Capital Management's iShares US Treasury Bond ETF position peaked at $17.9M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SOL Capital Management's 13F filing for Q2 2026.