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

Envision Financial 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 Q1	$21.3M	Buy	927,889 +60,512	+7%	+$1.39M	7.69%	4
2025 Q4	$20M	Buy	867,377 +15,068	+2%	+$349K	7.55%	4
2025 Q3	$19.7M	Buy	852,309 +135,434	+19%	+$3.11M	8.36%	3
2025 Q2	$16.5M	Buy	716,875 +27,291	+4%	+$621K	7.7%	3
2025 Q1	$15.9M	Buy	689,584 +20,495	+3%	+$465K	8.08%	3
2024 Q4	$15.4M	Buy	669,089 +24,703	+4%	+$564K	7.95%	3
2024 Q3	$15.1M	Buy	+644,386	New	+$14.9M	7.96%	3

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 $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Envision Financial Planning's GOVT Position: Q1 2026 in Review

Envision Financial Planning increased its iShares US Treasury Bond ETF (GOVT) stake by 7% in Q1 2026, buying an estimated $1.39M and bringing the position to 927,889 shares worth $21.3M. The position accounts for 7.69% of the portfolio, ranked #4.

Envision Financial Planning first reported a position in GOVT in Q3 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Envision Financial Planning held 927,889 shares of iShares US Treasury Bond ETF worth $21.3M as of Q1 2026.
Envision Financial Planning bought 60,512 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.39M.
iShares US Treasury Bond ETF made up 7.69% of Envision Financial Planning's portfolio in Q1 2026, its #4 holding.
Envision Financial Planning first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.