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 Q2	$19.3M	Sell	847,680 -80,209	-9%	-$1.83M	6.28%	5
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 $1.55T 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

Envision Financial Planning's GOVT Position: Q2 2026 in Review

Envision Financial Planning reduced its iShares US Treasury Bond ETF (GOVT) stake by 8.6% in Q2 2026, selling an estimated $1.83M and leaving 847,680 shares worth $19.3M. The position accounts for 6.28% of the portfolio, ranked #5.

Envision Financial Planning first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.3M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Envision Financial Planning held 847,680 shares of iShares US Treasury Bond ETF worth $19.3M as of Q2 2026.
Envision Financial Planning sold 80,209 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.83M.
iShares US Treasury Bond ETF made up 6.28% of Envision Financial Planning's portfolio in Q2 2026, its #5 holding.
Envision Financial Planning first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Envision Financial Planning's iShares US Treasury Bond ETF position peaked at $21.3M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.