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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Stolz & Associates's GOVT Position: Q1 2026 in Review

Stolz & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q1 2026, buying an estimated $1.09M and bringing the position to 464,931 shares worth $10.6M. The position accounts for 7.43% of the portfolio, ranked #7.

Stolz & Associates first reported a position in GOVT in Q4 2025 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Stolz & Associates held 464,931 shares of iShares US Treasury Bond ETF worth $10.6M as of Q1 2026.
  • Stolz & Associates bought 47,415 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.09M.
  • iShares US Treasury Bond ETF made up 7.43% of Stolz & Associates's portfolio in Q1 2026, its #7 holding.
  • Stolz & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.