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Stephens Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stephens Inc’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 		$312K Hold
13,678
– – ﹤0.01% 1061
2026
Q1 		$313K Sell
13,678
-2,215
-14% -$51.1K ﹤0.01% 1019
2025
Q4 		$366K Buy
+15,893
New +$368K ﹤0.01% 961
2024
Q4 		– Sell
-11,534
Closed -$270K – 1306
2024
Q3 		$270K Sell
11,534
-196
-2% -$4.54K ﹤0.01% 1068
2024
Q2 		$265K Buy
+11,730
New +$263K ﹤0.01% 1054
2023
Q3 		– Sell
-23,196
Closed -$531K – 1247
2023
Q2 		$531K Hold
23,196
– – 0.01% 716
2023
Q1 		$542K Hold
23,196
– – 0.01% 693
2022
Q4 		$527K Hold
23,196
– – 0.01% 676
2022
Q3 		$528K Hold
23,196
– – 0.01% 690
2022
Q2 		$554K Sell
23,196
-7,459
-24% -$179K 0.01% 695
2022
Q1 		$764K Sell
30,655
-593
-2% -$15.2K 0.01% 662
2021
Q4 		$834K Sell
31,248
-11,637
-27% -$308K 0.01% 685
2021
Q3 		$1.14M Buy
42,885
+7,459
+21% +$200K 0.02% 609
2021
Q2 		$942K Hold
35,426
– – 0.01% 679
2021
Q1 		$928K Buy
35,426
+11,795
+50% +$315K 0.02% 645
2020
Q4 		$644K Buy
23,631
+3,424
+17% +$94.5K 0.01% 712
2020
Q3 		$565K Buy
20,207
+350
+2% +$9.81K 0.01% 700
2020
Q2 		$556K Sell
19,857
-14,002
-41% -$392K 0.01% 674
2020
Q1 		$948K Buy
33,859
+14,002
+71% +$376K 0.03% 474
2019
Q4 		$515K Hold
19,857
– – 0.01% 715
2019
Q3 		$523K Buy
+19,857
New +$518K 0.01% 741

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

Stephens Inc's GOVT Position: Q2 2026 in Review

Stephens Inc held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 13,678 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Stephens Inc first reported a position in GOVT in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.14M in Q3 2021. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stephens Inc held 13,678 shares of iShares US Treasury Bond ETF worth $312K as of Q2 2026.
  • Stephens Inc left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1061 holding.
  • Stephens Inc first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • Stephens Inc's iShares US Treasury Bond ETF position peaked at $1.14M in Q3 2021.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.