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

Phillips Financial 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 		$3.9K Buy
171
+118
+223% +$2.69K ﹤0.01% 286
2026
Q1 		$1.21K Sell
53
-273
-84% -$6.29K ﹤0.01% 281
2025
Q4 		$7.51K Buy
326
+273
+515% +$6.32K ﹤0.01% 294
2025
Q3 		$1.23K Hold
53
– – ﹤0.01% 304
2025
Q2 		$1.22K Buy
+53
New +$1.21K ﹤0.01% 277

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

Phillips Financial Management's GOVT Position: Q2 2026 in Review

Phillips Financial Management increased its iShares US Treasury Bond ETF (GOVT) stake by 223% in Q2 2026, buying an estimated $2.69K and bringing the position to 171 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Phillips Financial Management first reported a position in GOVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.51K in Q4 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Phillips Financial Management held 171 shares of iShares US Treasury Bond ETF worth $3.9K as of Q2 2026.
  • Phillips Financial Management bought 118 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.69K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #286 holding.
  • Phillips Financial Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's iShares US Treasury Bond ETF position peaked at $7.51K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.