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Plancorp LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Plancorp LLC’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 		$4.79M Buy
+212,495
New +$4.84M 0.12% 79

Other funds holding GOVT

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MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Plancorp LLC's GOVT Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 212,495 shares worth $4.79M. The stake represents 0.12% of the portfolio and ranks #79 among its holdings.

267 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Plancorp LLC held 212,495 shares of iShares US Treasury Bond ETF worth $4.79M as of Q2 2026.
  • iShares US Treasury Bond ETF was a new Plancorp LLC position in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.12% of Plancorp LLC's portfolio in Q2 2026, its #79 holding.
  • 267 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.