Stolz & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stolz & Associates’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	$11.4M	Buy	500,701 +35,770	+8%	+$815K	7.12%	8
2026 Q1	$10.6M	Buy	464,931 +47,415	+11%	+$1.09M	7.43%	7
2025 Q4	$9.61M	Buy	+417,516	New	+$9.67M	7.42%	6

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 22.9% 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

Stolz & Associates's GOVT Position: Q2 2026 in Review

Stolz & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 7.7% in Q2 2026, buying an estimated $815K and bringing the position to 500,701 shares worth $11.4M. The position accounts for 7.12% of the portfolio, ranked #8.

Stolz & Associates first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Stolz & Associates held 500,701 shares of iShares US Treasury Bond ETF worth $11.4M as of Q2 2026.
Stolz & Associates bought 35,770 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $815K.
iShares US Treasury Bond ETF made up 7.12% of Stolz & Associates's portfolio in Q2 2026, its #8 holding.
Stolz & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.