LifePlan Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

LifePlan Investment Advisors’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 Q1	$2.06M	Buy	89,772 +75,038	+509%	+$1.73M	0.81%	41
2025 Q4	$339K	Buy	14,734 +1,257	+9%	+$29.1K	0.14%	93
2025 Q3	$312K	Buy	13,477 +877	+7%	+$20.1K	0.13%	93
2025 Q2	$290K	Buy	12,600 +2,016	+19%	+$45.9K	0.14%	93
2025 Q1	$243K	Buy	10,584 +1,856	+21%	+$42.1K	0.14%	91
2024 Q4	$201K	Sell	8,728 -107	-1%	-$2.44K	0.12%	97
2024 Q3	$207K	Buy	+8,835	New	+$205K	0.13%	90
2024 Q1	–	Sell	-14,657	Closed	-$338K	–	82
2023 Q4	$338K	Sell	14,657 -6,697	-31%	-$149K	0.31%	51
2023 Q3	$471K	Sell	21,354 -8,644	-29%	-$195K	0.5%	38
2023 Q2	$687K	Buy	+29,998	New	+$696K	0.77%	31

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

LifePlan Investment Advisors's GOVT Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 509% in Q1 2026, buying an estimated $1.73M and bringing the position to 89,772 shares worth $2.06M. The position accounts for 0.81% of the portfolio, ranked #41.

LifePlan Investment Advisors first reported a position in GOVT in Q2 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

LifePlan Investment Advisors held 89,772 shares of iShares US Treasury Bond ETF worth $2.06M as of Q1 2026.
LifePlan Investment Advisors bought 75,038 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.73M.
iShares US Treasury Bond ETF made up 0.81% of LifePlan Investment Advisors's portfolio in Q1 2026, its #41 holding.
LifePlan Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.