Stelac Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stelac Advisory Services’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	$847K	Hold	37,199	–	–	0.16%	81
2026 Q1	$852K	Hold	37,199	–	–	0.17%	79
2025 Q4	$857K	Sell	37,199 -5,004	-12%	-$116K	0.3%	48
2025 Q3	$976K	Buy	42,203 +15,766	+60%	+$362K	0.34%	46
2025 Q2	$607K	Hold	26,437	–	–	0.23%	56
2025 Q1	$608K	Hold	26,437	–	–	0.25%	55
2024 Q4	$605K	Hold	26,437	–	–	0.24%	56
2024 Q3	$620K	Hold	26,437	–	–	0.25%	53
2024 Q2	$597K	Hold	26,437	–	–	0.25%	54
2024 Q1	$602K	Buy	26,437 +18,997	+255%	+$432K	0.28%	49
2023 Q4	$171K	Sell	7,440 -26,440	-78%	-$589K	0.09%	69
2023 Q3	$747K	Hold	33,880	–	–	0.41%	48
2023 Q2	$776K	Buy	33,880 +26,440	+355%	+$613K	0.35%	52
2023 Q1	$174K	Hold	7,440	–	–	0.08%	130
2022 Q4	$169K	Hold	7,440	–	–	0.08%	130
2022 Q3	$169K	Hold	7,440	–	–	0.08%	134
2022 Q2	$178K	Hold	7,440	–	–	0.07%	138
2022 Q1	$187K	Sell	7,440 -8,515	-53%	-$218K	0.07%	110
2021 Q4	$426K	Hold	15,955	–	–	0.12%	107
2021 Q3	$423K	Buy	15,955 +2,321	+17%	+$62.2K	0.11%	137
2021 Q2	$362K	Buy	+13,634	New	+$360K	0.08%	156
2021 Q1	–	Sell	-33,229	Closed	-$909K	–	247
2020 Q4	$909K	Buy	33,229 +375	+1%	+$10.3K	0.24%	73
2020 Q3	$918K	Buy	32,854 +8,335	+34%	+$234K	0.31%	52
2020 Q2	$686K	Buy	24,519 +16,819	+218%	+$470K	0.27%	49
2020 Q1	$216K	Sell	7,700 -4,228	-35%	-$113K	0.1%	79
2019 Q4	$309K	Buy	11,928 +7,700	+182%	+$201K	0.22%	48
2019 Q3	$111K	Buy	+4,228	New	+$110K	0.08%	103

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

Stelac Advisory Services's GOVT Position: Q2 2026 in Review

Stelac Advisory Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 37,199 shares worth $847K. The position accounts for 0.16% of the portfolio, ranked #81.

Stelac Advisory Services first reported a position in GOVT in Q3 2019 and has held it in 27 quarters since. The position peaked at $976K in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Stelac Advisory Services held 37,199 shares of iShares US Treasury Bond ETF worth $847K as of Q2 2026.
Stelac Advisory Services left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.16% of Stelac Advisory Services's portfolio in Q2 2026, its #81 holding.
Stelac Advisory Services first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Stelac Advisory Services's iShares US Treasury Bond ETF position peaked at $976K in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.