Stonekeep Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stonekeep Investments’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	$4.52M	Buy	198,431 +12,387	+7%	+$282K	2.63%	11
2026 Q1	$4.26M	Buy	186,044 +3,480	+2%	+$80.2K	2.76%	11
2025 Q4	$4.2M	Buy	182,564 +7,033	+4%	+$163K	2.69%	11
2025 Q3	$4.06M	Buy	175,531 +4,666	+3%	+$107K	2.57%	11
2025 Q2	$3.93M	Buy	170,865 +22,870	+15%	+$521K	2.64%	11
2025 Q1	$3.4M	Buy	147,995 +47,451	+47%	+$1.08M	2.51%	12
2024 Q4	$2.31M	Buy	100,544 +32,517	+48%	+$742K	1.72%	17
2024 Q3	$1.6M	Buy	68,027 +27,174	+67%	+$629K	1.23%	19
2024 Q2	$922K	Buy	+40,853	New	+$916K	0.75%	22

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonekeep Investments's GOVT Position: Q2 2026 in Review

Stonekeep Investments increased its iShares US Treasury Bond ETF (GOVT) stake by 6.7% in Q2 2026, buying an estimated $282K and bringing the position to 198,431 shares worth $4.52M. The position accounts for 2.63% of the portfolio, ranked #11.

Stonekeep Investments first reported a position in GOVT in Q2 2024 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Stonekeep Investments held 198,431 shares of iShares US Treasury Bond ETF worth $4.52M as of Q2 2026.
Stonekeep Investments bought 12,387 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $282K.
iShares US Treasury Bond ETF made up 2.63% of Stonekeep Investments's portfolio in Q2 2026, its #11 holding.
Stonekeep Investments first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.