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Stonehearth Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stonehearth Capital 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
Q2 		$1.07M Buy
46,789
+4,851
+12% +$110K 0.36% 33
2026
Q1 		$961K Buy
41,938
+137
+0.3% +$3.16K 0.38% 34
2025
Q4 		$962K Sell
41,801
-51,297
-55% -$1.19M 0.36% 34
2025
Q3 		$2.15M Buy
93,098
+4,476
+5% +$103K 0.83% 18
2025
Q2 		$2.04M Buy
88,622
+6,900
+8% +$157K 0.84% 19
2025
Q1 		$1.88M Buy
81,722
+42,410
+108% +$961K 0.78% 22
2024
Q4 		$903K Buy
39,312
+2,853
+8% +$65.1K 0.36% 32
2024
Q3 		$855K Buy
36,459
+12,984
+55% +$301K 0.34% 32
2024
Q2 		$530K Buy
23,475
+1,691
+8% +$37.9K 0.23% 35
2024
Q1 		$496K Sell
21,784
-20,768
-49% -$472K 0.22% 35
2023
Q4 		$980K Sell
42,552
-805
-2% -$17.9K 0.48% 30
2023
Q3 		$956K Buy
43,357
+428
+1% +$9.63K 0.52% 29
2023
Q2 		$983K Buy
42,929
+8,321
+24% +$193K 0.52% 30
2023
Q1 		$809K Sell
34,608
-14,637
-30% -$338K 0.43% 31
2022
Q4 		$1.12M Buy
49,245
+462
+0.9% +$10.5K 0.63% 26
2022
Q3 		$1.11M Buy
+48,783
New +$1.16M 0.68% 26

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

Stonehearth Capital Management's GOVT Position: Q2 2026 in Review

Stonehearth Capital Management increased its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, buying an estimated $110K and bringing the position to 46,789 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #33.

Stonehearth Capital Management first reported a position in GOVT in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Stonehearth Capital Management held 46,789 shares of iShares US Treasury Bond ETF worth $1.07M as of Q2 2026.
  • Stonehearth Capital Management bought 4,851 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $110K.
  • iShares US Treasury Bond ETF made up 0.36% of Stonehearth Capital Management's portfolio in Q2 2026, its #33 holding.
  • Stonehearth Capital Management first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Stonehearth Capital Management's iShares US Treasury Bond ETF position peaked at $2.15M in Q3 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.