LifeSteps Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

LifeSteps Financial’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	$173K	Buy	+7,581	New	+$173K	0.08%	105
2024 Q2	–	Sell	-129	Closed	-$2.94K	–	210
2024 Q1	$2.94K	Buy	+129	New	+$2.93K	﹤0.01%	376
2022 Q4	–	Sell	-22,471	Closed	-$511K	–	74
2022 Q3	$511K	Sell	22,471 -2,159	-9%	-$51.1K	0.58%	35
2022 Q2	$589K	Sell	24,630 -2,241	-8%	-$53.9K	0.61%	33
2022 Q1	$669K	Buy	+26,871	New	+$688K	0.49%	41

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's GOVT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 7,581 shares worth $173K. The stake represents 0.08% of the portfolio and ranks #105 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in GOVT as recently as Q1 2024.

LifeSteps Financial first reported a position in GOVT in Q1 2022 and has held it in 5 quarters since. The position peaked at $669K in Q1 2022. 419 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

LifeSteps Financial held 7,581 shares of iShares US Treasury Bond ETF worth $173K as of Q2 2026.
iShares US Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares US Treasury Bond ETF made up 0.08% of LifeSteps Financial's portfolio in Q2 2026, its #105 holding.
LifeSteps Financial first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
LifeSteps Financial's iShares US Treasury Bond ETF position peaked at $669K in Q1 2022.
419 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.