Pinnacle Wealth Planning Services
GOVT icon

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
Q3 		$7.24K Hold
331
– – ﹤0.01% 2199
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

LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's GOVT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2026 at 331 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Pinnacle Wealth Planning Services first reported a position in GOVT in Q4 2020 and has held it in 5 quarters since. The position peaked at $7.62K in Q4 2025. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 331 shares of iShares US Treasury Bond ETF worth $7.24K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares US Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2199 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's iShares US Treasury Bond ETF position peaked at $7.62K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.