LEFP
GOVT icon

Leading Edge Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Leading Edge 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 		$293K Buy
+12,841
New +$292K 0.05% 58
2026
Q1 		– Sell
-12,955
Closed -$298K – 73
2025
Q4 		$298K Buy
+12,955
New +$300K 0.07% 52
2025
Q2 		– Sell
-77,964
Closed -$1.79M – 60
2025
Q1 		$1.79M Buy
+77,964
New +$1.77M 0.56% 17

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Leading Edge Financial Planning's GOVT Position: Q2 2026 in Review

Leading Edge Financial Planning opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 12,841 shares worth $293K. The stake represents 0.05% of the portfolio and ranks #58 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in GOVT as recently as Q4 2025.

Leading Edge Financial Planning first reported a position in GOVT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Leading Edge Financial Planning held 12,841 shares of iShares US Treasury Bond ETF worth $293K as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Leading Edge Financial Planning position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #58 holding.
  • Leading Edge Financial Planning first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Leading Edge Financial Planning's iShares US Treasury Bond ETF position peaked at $1.79M in Q1 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.