True North Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

True North Advisors’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	$8.19M	Sell	359,346 -6,633	-2%	-$151K	0.78%	28
2026 Q1	$8.38M	Buy	+365,979	New	+$8.44M	0.96%	26
2025 Q4	–	Sell	-365,418	Closed	-$8.45M	–	261
2025 Q3	$8.45M	Sell	365,418 -96,926	-21%	-$2.22M	1.34%	12
2025 Q2	$10.6M	Sell	462,344 -231,967	-33%	-$5.28M	2.04%	7
2025 Q1	$16M	Buy	+694,311	New	+$15.7M	2.83%	6

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

True North Advisors's GOVT Position: Q2 2026 in Review

True North Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.8% in Q2 2026, selling an estimated $151K and leaving 359,346 shares worth $8.19M. The position accounts for 0.78% of the portfolio, ranked #28.

True North Advisors first reported a position in GOVT in Q1 2025 and has held it in 5 quarters since. The position peaked at $16M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

True North Advisors held 359,346 shares of iShares US Treasury Bond ETF worth $8.19M as of Q2 2026.
True North Advisors sold 6,633 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $151K.
iShares US Treasury Bond ETF made up 0.78% of True North Advisors's portfolio in Q2 2026, its #28 holding.
True North Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
True North Advisors's iShares US Treasury Bond ETF position peaked at $16M in Q1 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.