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Sterling Investment Counsel’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sterling Investment Counsel’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 		$278K Sell
12,182
-459
-4% -$10.5K 0.07% 163
2026
Q1 		$290K Buy
+12,641
New +$291K 0.08% 149
2025
Q3 		– Sell
-9,566
Closed -$220K – 146
2025
Q2 		$220K Buy
9,566
+325
+4% +$7.4K 0.13% 128
2025
Q1 		$212K Buy
9,241
+193
+2% +$4.38K 0.07% 167
2024
Q4 		$208K Buy
+9,048
New +$206K 0.14% 118

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Sterling Investment Counsel's GOVT Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.6% in Q2 2026, selling an estimated $10.5K and leaving 12,182 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #163.

Sterling Investment Counsel first reported a position in GOVT in Q4 2024 and has held it in 5 quarters since. The position peaked at $290K in Q1 2026. 333 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Sterling Investment Counsel held 12,182 shares of iShares US Treasury Bond ETF worth $278K as of Q2 2026.
  • Sterling Investment Counsel sold 459 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $10.5K.
  • iShares US Treasury Bond ETF made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #163 holding.
  • Sterling Investment Counsel first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Sterling Investment Counsel's iShares US Treasury Bond ETF position peaked at $290K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.