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Stokes Family Office’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stokes Family Office’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 		$10.4M Sell
457,706
-11,994
-3% -$273K 1.22% 15
2026
Q1 		$10.8M Buy
469,700
+370,462
+373% +$8.54M 1.11% 26
2025
Q4 		$2.28M Buy
99,238
+19,737
+25% +$457K 0.21% 88
2025
Q3 		$1.84M Buy
79,501
+6,418
+9% +$147K 0.17% 99
2025
Q2 		$1.68M Buy
73,083
+6,045
+9% +$138K 0.18% 98
2025
Q1 		$1.54M Buy
67,038
+22,015
+49% +$499K 0.17% 98
2024
Q4 		$1.03M Buy
45,023
+11,258
+33% +$257K 0.11% 123
2024
Q3 		$792K Buy
33,765
+410
+1% +$9.49K 0.09% 127
2024
Q2 		$753K Sell
33,355
-1,156
-3% -$25.9K 0.09% 129
2024
Q1 		$786K Sell
34,511
-1,716
-5% -$39K 0.1% 124
2023
Q4 		$835K Sell
36,227
-21,241
-37% -$473K 0.11% 117
2023
Q3 		$1.27M Sell
57,468
-474,369
-89% -$10.7M 0.15% 114
2023
Q2 		$12.2M Sell
531,837
-18,145
-3% -$421K 1.41% 13
2023
Q1 		$12.9M Buy
549,982
+216,997
+65% +$5.01M 1.6% 13
2022
Q4 		$7.57M Sell
332,985
-699,276
-68% -$15.9M 0.97% 24
2022
Q3 		$23.5M Buy
1,032,261
+231,037
+29% +$5.47M 3.35% 5
2022
Q2 		$19.1M Buy
801,224
+47,596
+6% +$1.15M 2.61% 7
2022
Q1 		$18.8M Buy
753,628
+34,757
+5% +$890K 2.49% 7
2021
Q4 		$19.2M Buy
718,871
+26,924
+4% +$713K 2.39% 8
2021
Q3 		$18.4M Sell
691,947
-49,781
-7% -$1.33M 2.55% 7
2021
Q2 		$19.7M Buy
741,728
+68,054
+10% +$1.8M 2.79% 7
2021
Q1 		$17.8M Buy
+673,674
New +$18M 2.76% 7

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

Stokes Family Office's GOVT Position: Q2 2026 in Review

Stokes Family Office reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.6% in Q2 2026, selling an estimated $273K and leaving 457,706 shares worth $10.4M. The position accounts for 1.22% of the portfolio, ranked #15.

Stokes Family Office first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.5M in Q3 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stokes Family Office held 457,706 shares of iShares US Treasury Bond ETF worth $10.4M as of Q2 2026.
  • Stokes Family Office sold 11,994 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $273K.
  • iShares US Treasury Bond ETF made up 1.22% of Stokes Family Office's portfolio in Q2 2026, its #15 holding.
  • Stokes Family Office first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Stokes Family Office's iShares US Treasury Bond ETF position peaked at $23.5M in Q3 2022.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.