FLP Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

FLP Wealth Management’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	$861K	Buy	37,791 +8,188	+28%	+$186K	1.53%	23
2026 Q1	$678K	Buy	+29,603	New	+$682K	1.4%	26
2025 Q1	–	Sell	-1,280	Closed	-$29.4K	–	226
2024 Q4	$29.4K	Buy	+1,280	New	+$29.2K	0.08%	141

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

FLP Wealth Management's GOVT Position: Q2 2026 in Review

FLP Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2026, buying an estimated $186K and bringing the position to 37,791 shares worth $861K. The position accounts for 1.53% of the portfolio, ranked #23.

FLP Wealth Management first reported a position in GOVT in Q4 2024 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

FLP Wealth Management held 37,791 shares of iShares US Treasury Bond ETF worth $861K as of Q2 2026.
FLP Wealth Management bought 8,188 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $186K.
iShares US Treasury Bond ETF made up 1.53% of FLP Wealth Management's portfolio in Q2 2026, its #23 holding.
FLP Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.