Pinnacle Wealth Planning Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pinnacle Wealth Planning Services’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	$7.54K	Hold	331	–	–	﹤0.01%	2175
2026 Q1	$7.58K	Hold	331	–	–	﹤0.01%	2118
2025 Q4	$7.62K	Buy	+331	New	+$7.66K	﹤0.01%	2123
2021 Q1	–	Sell	-212	Closed	-$6K	–	1001
2020 Q4	$6K	Buy	+212	New	+$5.85K	﹤0.01%	1586

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

Pinnacle Wealth Planning Services's GOVT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 331 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Pinnacle Wealth Planning Services first reported a position in GOVT in Q4 2020 and has held it in 4 quarters since. The position peaked at $7.62K in Q4 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Pinnacle Wealth Planning Services held 331 shares of iShares US Treasury Bond ETF worth $7.54K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2175 holding.
Pinnacle Wealth Planning Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iShares US Treasury Bond ETF position peaked at $7.62K in Q4 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.