Two West Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Two West Capital 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 Q1	$1.19M	Buy	+52,111	New	+$1.2M	0.63%	33
2025 Q4	–	Sell	-12,742	Closed	-$297K	–	100
2025 Q3	$297K	Buy	12,742 +1,098	+9%	+$25.2K	0.18%	76
2025 Q2	$265K	Buy	11,644 +1,722	+17%	+$39.2K	0.17%	75
2025 Q1	$225K	Sell	9,922 -4,679	-32%	-$106K	0.19%	67
2024 Q4	$336K	Sell	14,601 -2,745	-16%	-$62.6K	0.29%	51
2024 Q3	$407K	Sell	17,346 -2,969	-15%	-$68.7K	0.33%	41
2024 Q2	$459K	Buy	+20,315	New	+$456K	0.44%	37

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

Two West Capital Advisors's GOVT Position: Q1 2026 in Review

Two West Capital Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q1 2026: 52,111 shares worth $1.19M. The stake represents 0.63% of the portfolio and ranks #33 among its holdings. This is a return to the name: Two West Capital Advisors previously reported a position in GOVT as recently as Q3 2025.

Two West Capital Advisors first reported a position in GOVT in Q2 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Two West Capital Advisors held 52,111 shares of iShares US Treasury Bond ETF worth $1.19M as of Q1 2026.
iShares US Treasury Bond ETF was a new Two West Capital Advisors position in Q1 2026.
iShares US Treasury Bond ETF made up 0.63% of Two West Capital Advisors's portfolio in Q1 2026, its #33 holding.
Two West Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.