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

Falcon 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	$439K	Sell	19,252 -2,596	-12%	-$59.1K	0.03%	154
2026 Q1	$501K	Buy	21,848 +1,230	+6%	+$28.4K	0.03%	132
2025 Q4	$475K	Buy	20,618 +216	+1%	+$5K	0.04%	122
2025 Q3	$472K	Buy	20,402 +150	+0.7%	+$3.44K	0.04%	114
2025 Q2	$465K	Buy	20,252 +152	+0.8%	+$3.46K	0.05%	106
2025 Q1	$462K	Buy	20,100 +878	+5%	+$19.9K	0.05%	108
2024 Q4	$442K	Buy	+19,222	New	+$439K	0.05%	106

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

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

Falcon Wealth Planning reduced its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, selling an estimated $59.1K and leaving 19,252 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #154.

Falcon Wealth Planning first reported a position in GOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q1 2026. 314 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Falcon Wealth Planning held 19,252 shares of iShares US Treasury Bond ETF worth $439K as of Q2 2026.
Falcon Wealth Planning sold 2,596 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $59.1K.
iShares US Treasury Bond ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #154 holding.
Falcon Wealth Planning first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Falcon Wealth Planning's iShares US Treasury Bond ETF position peaked at $501K in Q1 2026.
314 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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