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 Q2	$1.64M	Buy	72,530 +20,419	+39%	+$465K	0.81%	24
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 $1.55T 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

Two West Capital Advisors's GOVT Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 39% in Q2 2026, buying an estimated $465K and bringing the position to 72,530 shares worth $1.64M. The position accounts for 0.81% of the portfolio, ranked #24.

Two West Capital Advisors first reported a position in GOVT in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Two West Capital Advisors held 72,530 shares of iShares US Treasury Bond ETF worth $1.64M as of Q2 2026.
Two West Capital Advisors bought 20,419 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $465K.
iShares US Treasury Bond ETF made up 0.81% of Two West Capital Advisors's portfolio in Q2 2026, its #24 holding.
Two West Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.