BankPlus Trust Department’s iShares US Treasury Bond ETF GOVT Stock Holding History

BankPlus Trust Department’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	$17.9K	Hold	785	–	–	﹤0.01%	360
2026 Q1	$18K	Hold	785	–	–	﹤0.01%	343
2025 Q4	$18.1K	Sell	785 -394	-33%	-$9.12K	﹤0.01%	330
2025 Q3	$27.3K	Buy	1,179 +394	+50%	+$9.04K	0.01%	295
2025 Q2	$18K	Hold	785	–	–	0.01%	312
2025 Q1	$18K	Sell	785 -78	-9%	-$1.77K	0.01%	319
2024 Q4	$19.8K	Buy	+863	New	+$19.7K	0.01%	299

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

BankPlus Trust Department's GOVT Position: Q2 2026 in Review

BankPlus Trust Department held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 785 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

BankPlus Trust Department first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.3K in Q3 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

BankPlus Trust Department held 785 shares of iShares US Treasury Bond ETF worth $17.9K as of Q2 2026.
BankPlus Trust Department left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #360 holding.
BankPlus Trust Department first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares US Treasury Bond ETF position peaked at $27.3K in Q3 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.