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Journey Retirement Planning & Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Journey Retirement Planning & Investment 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 		$212K Sell
9,300
-20
-0.2% -$455 0.17% 150
2026
Q1 		$214K Sell
9,320
-28,352
-75% -$654K 0.19% 127
2025
Q4 		$867K Buy
+37,672
New +$872K 0.18% 113

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PNC Financial Services Group
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AssetMark Inc
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Wealth Enhancement Advisory Services
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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

Journey Retirement Planning & Investment Management's GOVT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.21% in Q2 2026, selling an estimated $455 and leaving 9,300 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #150.

Journey Retirement Planning & Investment Management first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $867K in Q4 2025. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,300 shares of iShares US Treasury Bond ETF worth $212K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 20 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $455.
  • iShares US Treasury Bond ETF made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #150 holding.
  • Journey Retirement Planning & Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's iShares US Treasury Bond ETF position peaked at $867K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.