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

Holistic 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	$2.66M	Buy	+116,774	New	+$2.66M	0.41%	49

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

Holistic Planning's GOVT Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 116,774 shares worth $2.66M. The stake represents 0.41% of the portfolio and ranks #49 among its holdings.

955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Holistic Planning held 116,774 shares of iShares US Treasury Bond ETF worth $2.66M as of Q2 2026.
iShares US Treasury Bond ETF was a new Holistic Planning position in Q2 2026.
iShares US Treasury Bond ETF made up 0.41% of Holistic Planning's portfolio in Q2 2026, its #49 holding.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.