Bull Oak Capital, LLC’s Ishares Tr Position
Does Bull Oak Capital, LLC own Ishares Tr (GOVT)? Yes — 178.6K shares worth $4M (+1.57% of its 13F portfolio) as of Q1 2026, up from 155.7K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
178.6K
% of Portfolio
+1.57%
Quarters Held
13
currently held
Position History GOVT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 178.6K | $4M | +1.57% |
| Q4 2025 | 155.7K | $4M | +1.46% |
| Q3 2025 | 150.3K | $3M | +1.48% |
| Q2 2025 | 146.2K | $3M | +1.53% |
| Q1 2025 | 201.3K | $5M | +2.52% |
| Q4 2024 | 229.4K | $5M | +2.93% |
| Q3 2024 | 383.4K | $9M | +5.16% |
| Q2 2024 | 226.1K | $5M | +3.29% |
| Q1 2024 | 370.0K | $8M | +5.65% |
| Q4 2023 | 324.5K | $7M | +1.92% |
| Q3 2023 | 252.9K | $6M | +6.10% |
| Q4 2022 | 181.7K | $4M | +3.49% |
| Q3 2022 | 184.8K | $4M | +4.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of GOVT.