Van Hulzen Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Van Hulzen Asset Management’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	$532K	Sell	23,234 -11,430	-33%	-$263K	0.04%	223
2025 Q4	$798K	Sell	34,664 -1,081	-3%	-$25K	0.06%	182
2025 Q3	$826K	Sell	35,745 -57	-0.2%	-$1.31K	0.06%	180
2025 Q2	$823K	Sell	35,802 -4,656	-12%	-$106K	0.07%	171
2025 Q1	$930K	Sell	40,458 -6,858	-14%	-$155K	0.08%	156
2024 Q4	$1.09M	Sell	47,316 -8,378	-15%	-$191K	0.08%	157
2024 Q3	$1.31M	Sell	55,694 -1,779	-3%	-$41.2K	0.09%	144
2024 Q2	$1.3M	Sell	57,473 -1,679	-3%	-$37.6K	0.09%	140
2024 Q1	$1.35M	Sell	59,152 -257	-0.4%	-$5.84K	0.09%	144
2023 Q4	$1.37M	Sell	59,409 -9,687	-14%	-$216K	0.1%	133
2023 Q3	$1.52M	Sell	69,096 -3,793	-5%	-$85.4K	0.12%	120
2023 Q2	$1.67M	Sell	72,889 -3,357	-4%	-$77.9K	0.14%	95
2023 Q1	$1.78M	Sell	76,246 -16,352	-18%	-$378K	0.17%	91
2022 Q4	$2.1M	Sell	92,598 -94,854	-51%	-$2.16M	0.24%	87
2022 Q3	$4.27M	Sell	187,452 -14,466	-7%	-$343K	0.53%	57
2022 Q2	$4.83M	Sell	201,918 -70,424	-26%	-$1.69M	0.58%	49
2022 Q1	$6.78M	Sell	272,342 -32,638	-11%	-$836K	0.72%	46
2021 Q4	$8.14M	Sell	304,980 -97,598	-24%	-$2.58M	0.89%	35
2021 Q3	$10.7M	Sell	402,578 -67,895	-14%	-$1.82M	1.59%	18
2021 Q2	$12.5M	Sell	470,473 -32,592	-6%	-$860K	1.88%	14
2021 Q1	$13.2M	Sell	503,065 -65,762	-12%	-$1.76M	2.1%	7
2020 Q4	$15.5M	Sell	568,827 -12,545	-2%	-$346K	2.35%	5
2020 Q3	$16.2M	Buy	581,372 +43,171	+8%	+$1.21M	2.45%	6
2020 Q2	$15.1M	Buy	538,201 +92,836	+21%	+$2.6M	2.26%	9
2020 Q1	$12.5M	Buy	445,365 +344,634	+342%	+$9.25M	2.69%	6
2019 Q4	$2.61M	Buy	100,731 +38,240	+61%	+$999K	0.51%	50
2019 Q3	$1.65M	Buy	62,491 +38,856	+164%	+$1.01M	0.35%	59
2019 Q2	$610K	Buy	+23,635	New	+$598K	0.13%	112

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 $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Van Hulzen Asset Management's GOVT Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 33% in Q1 2026, selling an estimated $263K and leaving 23,234 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #223.

Van Hulzen Asset Management first reported a position in GOVT in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.2M in Q3 2020. 928 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Van Hulzen Asset Management held 23,234 shares of iShares US Treasury Bond ETF worth $532K as of Q1 2026.
Van Hulzen Asset Management sold 11,430 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $263K.
iShares US Treasury Bond ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #223 holding.
Van Hulzen Asset Management first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
Van Hulzen Asset Management's iShares US Treasury Bond ETF position peaked at $16.2M in Q3 2020.
928 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.