Tompkins Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tompkins Financial’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	$3.55K	Buy	156 +94	+152%	+$2.14K	﹤0.01%	508
2026 Q1	$1.42K	Sell	62 -105	-63%	-$2.42K	﹤0.01%	533
2025 Q4	$3.85K	Buy	167 +108	+183%	+$2.5K	﹤0.01%	505
2025 Q3	$1.36K	Buy	+59	New	+$1.35K	﹤0.01%	516
2025 Q2	–	Sell	-173	Closed	-$3.98K	–	561
2025 Q1	$3.98K	Buy	173 +148	+592%	+$3.35K	﹤0.01%	495
2024 Q4	$575	Hold	25	–	–	﹤0.01%	510
2024 Q3	$586	Sell	25 -115	-82%	-$2.66K	﹤0.01%	557
2024 Q2	$3.16K	Hold	140	–	–	﹤0.01%	537
2024 Q1	$3.19K	Hold	140	–	–	﹤0.01%	566
2023 Q4	$3.23K	Sell	140 -40	-22%	-$890	﹤0.01%	567
2023 Q3	$3.97K	Buy	180 +60	+50%	+$1.35K	﹤0.01%	521
2023 Q2	$2.75K	Buy	+120	New	+$2.78K	﹤0.01%	552

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

Tompkins Financial's GOVT Position: Q2 2026 in Review

Tompkins Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 152% in Q2 2026, buying an estimated $2.14K and bringing the position to 156 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Tompkins Financial first reported a position in GOVT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.98K in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Tompkins Financial held 156 shares of iShares US Treasury Bond ETF worth $3.55K as of Q2 2026.
Tompkins Financial bought 94 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.14K.
iShares US Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #508 holding.
Tompkins Financial first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Tompkins Financial's iShares US Treasury Bond ETF position peaked at $3.98K in Q1 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.