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Stone House Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stone House Investment Management’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 		$13M Buy
565,800
+541,489
+2,227% +$12.5M 2.32% 18
2025
Q4 		$560K Buy
24,311
+2,159
+10% +$50K 0.09% 41
2025
Q3 		$512K Buy
22,152
+1,297
+6% +$29.7K 0.09% 46
2025
Q2 		$479K Sell
20,855
-8,759
-30% -$199K 0.09% 45
2025
Q1 		$681K Buy
29,614
+5,520
+23% +$125K 0.14% 37
2024
Q4 		$554K Sell
24,094
-7,373
-23% -$168K 0.14% 37
2024
Q3 		$738K Buy
31,467
+1,101
+4% +$25.5K 0.15% 34
2024
Q2 		$685K Buy
30,366
+1,446
+5% +$32.4K 0.18% 30
2024
Q1 		$659K Buy
28,920
+4,701
+19% +$107K 0.15% 34
2023
Q4 		$558K Buy
24,219
+7,752
+47% +$173K 0.19% 31
2023
Q3 		$363K Sell
16,467
-521,116
-97% -$11.7M 0.13% 30
2023
Q2 		$12.3M Buy
537,583
+17,353
+3% +$402K 4.46% 7
2023
Q1 		$12.2M Buy
520,230
+108,261
+26% +$2.5M 4.11% 8
2022
Q4 		$9.36M Sell
411,969
-468,602
-53% -$10.7M 3.34% 9
2022
Q3 		$20M Buy
880,571
+376,727
+75% +$8.92M 9.3% 5
2022
Q2 		$12M Sell
503,844
-14,591
-3% -$351K 5.44% 6
2022
Q1 		$12.9M Buy
518,435
+39,327
+8% +$1.01M 4.4% 8
2021
Q4 		$12.8M Sell
479,108
-81,035
-14% -$2.15M 4.37% 9
2021
Q3 		$14.9M Hold
560,143
– – 5.81% 7
2021
Q2 		$14.9M Buy
560,143
+194,344
+53% +$5.13M 5.81% 7
2021
Q1 		$9.96M Hold
365,799
– – 5.02% 7
2020
Q4 		$9.96M Sell
365,799
-289,816
-44% -$8M 5.02% 7
2020
Q3 		$18.3M Sell
655,615
-100,579
-13% -$2.82M 7.41% 4
2020
Q2 		$21.2M Sell
756,194
-120,627
-14% -$3.37M 10.62% 3
2020
Q1 		$24.6M Sell
876,821
-122,872
-12% -$3.3M 14.35% 2
2019
Q4 		$25.9M Buy
999,693
+160,985
+19% +$4.2M 18.93% 1
2019
Q3 		$22.1M Buy
838,708
+18,248
+2% +$476K 11% 3
2019
Q2 		$21.2M Buy
820,460
+548,677
+202% +$13.9M 11.07% 2
2019
Q1 		$6.86M Buy
271,783
+184,293
+211% +$4.58M 3.57% 9
2018
Q4 		$2.16M Buy
87,490
+920
+1% +$22.4K 1.36% 21
2018
Q3 		$2.11M Buy
86,570
+18,172
+27% +$445K 1.21% 22
2018
Q2 		$1.68M Buy
68,398
+4,741
+7% +$116K 1.07% 24
2018
Q1 		$1.57M Buy
+63,657
New +$1.57M 1.02% 24

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Stone House Investment Management's GOVT Position: Q1 2026 in Review

Stone House Investment Management increased its iShares US Treasury Bond ETF (GOVT) stake by 2,227% in Q1 2026, buying an estimated $12.5M and bringing the position to 565,800 shares worth $13M. The position accounts for 2.32% of the portfolio, ranked #18.

Stone House Investment Management first reported a position in GOVT in Q1 2018 and has held it in 33 quarters since. The position peaked at $25.9M in Q4 2019. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Stone House Investment Management held 565,800 shares of iShares US Treasury Bond ETF worth $13M as of Q1 2026.
  • Stone House Investment Management bought 541,489 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $12.5M.
  • iShares US Treasury Bond ETF made up 2.32% of Stone House Investment Management's portfolio in Q1 2026, its #18 holding.
  • Stone House Investment Management first reported a position in iShares US Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Stone House Investment Management's iShares US Treasury Bond ETF position peaked at $25.9M in Q4 2019.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.