Sutton Place Investors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sutton Place Investors’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	$811K	Buy	+35,401	New	+$816K	0.44%	59
2024 Q2	–	Sell	-12,003	Closed	-$273K	–	135
2024 Q1	$273K	Buy	12,003 +1,514	+14%	+$34.4K	0.14%	127
2023 Q4	$242K	Sell	10,489 -5,080	-33%	-$113K	0.18%	109
2023 Q3	$343K	Sell	15,569 -33,003	-68%	-$743K	0.45%	46
2023 Q2	$1.11M	Sell	48,572 -2,318	-5%	-$53.8K	1.55%	19
2023 Q1	$1.19M	Buy	50,890 +1,478	+3%	+$34.1K	1.62%	15
2022 Q4	$1.12M	Sell	49,412 -30,902	-38%	-$702K	1.6%	16
2022 Q3	$1.83M	Buy	80,314 +21,763	+37%	+$516K	2.77%	12
2022 Q2	$1.4M	Buy	58,551 +1,113	+2%	+$26.8K	2.04%	13
2022 Q1	$1.39M	Sell	57,438 -327	-0.6%	-$8.37K	1.66%	17
2021 Q4	$1.54M	Buy	+57,765	New	+$1.53M	1.77%	16

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Sutton Place Investors's GOVT Position: Q1 2026 in Review

Sutton Place Investors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 35,401 shares worth $811K. The stake represents 0.44% of the portfolio and ranks #59 among its holdings. This is a return to the name: Sutton Place Investors previously reported a position in GOVT as recently as Q1 2024.

Sutton Place Investors first reported a position in GOVT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.83M in Q3 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Sutton Place Investors held 35,401 shares of iShares US Treasury Bond ETF worth $811K as of Q1 2026.
iShares US Treasury Bond ETF was a new Sutton Place Investors position in Q1 2026.
iShares US Treasury Bond ETF made up 0.44% of Sutton Place Investors's portfolio in Q1 2026, its #59 holding.
Sutton Place Investors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 11 quarters since.
Sutton Place Investors's iShares US Treasury Bond ETF position peaked at $1.83M in Q3 2022.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.