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 Q2	$907K	Buy	39,833 +4,432	+13%	+$101K	0.44%	53
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Sutton Place Investors's GOVT Position: Q2 2026 in Review

Sutton Place Investors increased its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q2 2026, buying an estimated $101K and bringing the position to 39,833 shares worth $907K. The position accounts for 0.44% of the portfolio, ranked #53.

Sutton Place Investors first reported a position in GOVT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Sutton Place Investors held 39,833 shares of iShares US Treasury Bond ETF worth $907K as of Q2 2026.
Sutton Place Investors bought 4,432 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $101K.
iShares US Treasury Bond ETF made up 0.44% of Sutton Place Investors's portfolio in Q2 2026, its #53 holding.
Sutton Place Investors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Sutton Place Investors's iShares US Treasury Bond ETF position peaked at $1.83M in Q3 2022.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.