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Bernardo Wealth Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bernardo Wealth Planning’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 		$12.7M Sell
558,067
-70,227
-11% -$1.6M 2.17% 17
2026
Q1 		$14.4M Buy
628,294
+14,807
+2% +$341K 2.82% 12
2025
Q4 		$14.1M Buy
613,487
+7,738
+1% +$179K 2.69% 11
2025
Q3 		$14M Buy
605,749
+60,391
+11% +$1.38M 2.75% 11
2025
Q2 		$12.5M Sell
545,358
-8,995
-2% -$205K 2.72% 11
2025
Q1 		$12.7M Buy
554,353
+9,230
+2% +$209K 3.05% 9
2024
Q4 		$12.1M Sell
545,123
-70,665
-11% -$1.61M 2.9% 10
2024
Q3 		$14.2M Buy
615,788
+62,499
+11% +$1.45M 3.44% 10
2024
Q2 		$12.5M Buy
553,289
+89,576
+19% +$2.01M 3.36% 12
2024
Q1 		$10.6M Buy
463,713
+55,865
+14% +$1.27M 2.94% 12
2023
Q4 		$9.4M Buy
407,848
+69,771
+21% +$1.55M 2.96% 12
2023
Q3 		$7.45M Buy
338,077
+13,819
+4% +$311K 2.95% 11
2023
Q2 		$7.43M Buy
324,258
+36,799
+13% +$854K 2.96% 11
2023
Q1 		$6.72M Buy
287,459
+306
+0.1% +$7.07K 2.89% 11
2022
Q4 		$6.52M Sell
287,153
-4,054
-1% -$92.1K 3.05% 11
2022
Q3 		$6.47M Sell
291,207
-8,334
-3% -$197K 3.66% 9
2022
Q2 		$7.16M Sell
299,541
-9,174
-3% -$221K 4.09% 8
2022
Q1 		$7.69M Buy
308,715
+26,829
+10% +$687K 3.82% 7
2021
Q4 		$7.52M Buy
281,886
+6,852
+2% +$181K 3.67% 6
2021
Q3 		$7.3M Sell
275,034
-14,969
-5% -$401K 4.24% 7
2021
Q2 		$7.71M Sell
290,003
-37,973
-12% -$1M 4.63% 6
2021
Q1 		$8.59M Buy
327,976
+8,953
+3% +$239K 5.46% 6
2020
Q4 		$8.69M Buy
319,023
+101,669
+47% +$2.8M 3.35% 5
2020
Q3 		$6.08M Buy
217,354
+49,224
+29% +$1.38M 2.73% 10
2020
Q2 		$4.71M Sell
168,130
-127,454
-43% -$3.57M 2.52% 10
2020
Q1 		$8.28M Buy
295,584
+8,636
+3% +$232K 5.75% 3
2019
Q4 		$7.44M Buy
286,948
+239,079
+499% +$6.24M 4.52% 3
2019
Q3 		$1.26M Buy
+47,869
New +$1.25M 0.91% 27

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Bernardo Wealth Planning's GOVT Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, selling an estimated $1.6M and leaving 558,067 shares worth $12.7M. The position accounts for 2.17% of the portfolio, ranked #17.

Bernardo Wealth Planning first reported a position in GOVT in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q1 2026. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Bernardo Wealth Planning held 558,067 shares of iShares US Treasury Bond ETF worth $12.7M as of Q2 2026.
  • Bernardo Wealth Planning sold 70,227 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.6M.
  • iShares US Treasury Bond ETF made up 2.17% of Bernardo Wealth Planning's portfolio in Q2 2026, its #17 holding.
  • Bernardo Wealth Planning first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Bernardo Wealth Planning's iShares US Treasury Bond ETF position peaked at $14.4M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.