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 Q2	$2.81M	Buy	123,180 +33,408	+37%	+$761K	0.97%	38
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 $1.55T 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

LifePlan Investment Advisors's GOVT Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 37% in Q2 2026, buying an estimated $761K and bringing the position to 123,180 shares worth $2.81M. The position accounts for 0.97% of the portfolio, ranked #38.

LifePlan Investment Advisors first reported a position in GOVT in Q2 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

LifePlan Investment Advisors held 123,180 shares of iShares US Treasury Bond ETF worth $2.81M as of Q2 2026.
LifePlan Investment Advisors bought 33,408 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $761K.
iShares US Treasury Bond ETF made up 0.97% of LifePlan Investment Advisors's portfolio in Q2 2026, its #38 holding.
LifePlan Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.