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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.06M Buy
397,744
+64,147
+19% +$1.46M 0.01% 955
2026
Q1
$7.64M Buy
333,597
+27,420
+9% +$632K 0.01% 876
2025
Q4
$7.05M Sell
306,177
-17,180
-5% -$398K 0.01% 782
2025
Q3
$7.48M Sell
323,357
-48,748
-13% -$1.12M 0.01% 687
2025
Q2
$8.55M Sell
372,105
-210,420
-36% -$4.79M 0.01% 563
2025
Q1
$13.4M Buy
582,525
+256,372
+79% +$5.81M 0.01% 406
2024
Q4
$7.49M Buy
326,153
+171,750
+111% +$3.92M 0.01% 541
2024
Q3
$3.62M Sell
154,403
-63,855
-29% -$1.48M ﹤0.01% 774
2024
Q2
$4.93M Sell
218,258
-69,411
-24% -$1.56M 0.01% 617
2024
Q1
$6.55M Sell
287,669
-11,537
-4% -$262K 0.01% 528
2023
Q4
$6.89M Sell
299,206
-19,371
-6% -$431K 0.01% 481
2023
Q3
$7.02M Buy
318,577
+200,562
+170% +$4.51M 0.01% 443
2023
Q2
$2.7M Buy
+118,015
New +$2.74M ﹤0.01% 703
2023
Q1
Sell
-15,578
Closed -$354K 2703
2022
Q4
$354K Sell
15,578
-4,965
-24% -$113K ﹤0.01% 1618
2022
Q3
$468K Buy
20,543
+7,501
+58% +$178K ﹤0.01% 1377
2022
Q2
$312K Buy
13,042
+927
+8% +$22.3K ﹤0.01% 1584
2022
Q1
$302K Buy
12,115
+1,163
+11% +$29.8K ﹤0.01% 1636
2021
Q4
$292K Sell
10,952
-119
-1% -$3.15K ﹤0.01% 1637
2021
Q3
$294K Buy
11,071
+1,981
+22% +$53.1K ﹤0.01% 1605
2021
Q2
$242K Sell
9,090
-7,896
-46% -$208K ﹤0.01% 1687
2021
Q1
$445K Sell
16,986
-8,521
-33% -$228K ﹤0.01% 1519
2020
Q4
$695K Buy
+25,507
New +$704K ﹤0.01% 1135
2020
Q2
Sell
-8,311
Closed -$233K 2062
2020
Q1
$233K Buy
8,311
+175
+2% +$4.7K ﹤0.01% 1310
2019
Q4
$211K Buy
+8,136
New +$212K ﹤0.01% 1604
2017
Q3
Sell
-4,760
Closed -$120K 2634
2017
Q2
$120K Buy
4,760
+3,969
+502% +$100K ﹤0.01% 1857
2017
Q1
$20K Sell
791
-411
-34% -$10.3K ﹤0.01% 3128
2016
Q4
$30K Buy
1,202
+761
+173% +$19.3K ﹤0.01% 2787
2016
Q3
$12K Hold
441
﹤0.01% 3393
2016
Q2
$12K Sell
441
-519
-54% -$13.4K ﹤0.01% 3125
2016
Q1
$25K Buy
+960
New +$24.6K ﹤0.01% 2598
2015
Q1
Sell
-403
Closed -$10K 4289
2014
Q4
$10K Buy
+403
New +$10.1K ﹤0.01% 3118

Other funds holding GOVT

Creative Planning's GOVT Position: Q2 2026 in Review

Creative Planning increased its iShares US Treasury Bond ETF (GOVT) stake by 19% in Q2 2026, buying an estimated $1.46M and bringing the position to 397,744 shares worth $9.06M. The position accounts for 0.01% of the portfolio, ranked #955.

Creative Planning first reported a position in GOVT in Q4 2014 and has held it in 31 quarters since. The position peaked at $13.4M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Creative Planning held 397,744 shares of iShares US Treasury Bond ETF worth $9.06M as of Q2 2026.
  • Creative Planning bought 64,147 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.46M.
  • iShares US Treasury Bond ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #955 holding.
  • Creative Planning first reported a position in iShares US Treasury Bond ETF in Q4 2014 and has held it in 31 quarters since.
  • Creative Planning's iShares US Treasury Bond ETF position peaked at $13.4M in Q1 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.