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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Phillips Financial Management's GOVT Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 84% in Q1 2026, selling an estimated $6.29K and leaving 53 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Phillips Financial Management first reported a position in GOVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.51K in Q4 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Phillips Financial Management held 53 shares of iShares US Treasury Bond ETF worth $1.21K as of Q1 2026.
  • Phillips Financial Management sold 273 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $6.29K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #281 holding.
  • Phillips Financial Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Phillips Financial Management's iShares US Treasury Bond ETF position peaked at $7.51K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.