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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
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
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

Pinnacle Wealth Planning Services's GOVT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 331 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Pinnacle Wealth Planning Services first reported a position in GOVT in Q4 2020 and has held it in 3 quarters since. The position peaked at $7.62K in Q4 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 331 shares of iShares US Treasury Bond ETF worth $7.58K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2118 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares US Treasury Bond ETF position peaked at $7.62K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.