Plante Moran Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-357	Closed	-$8.22K	–	788
2025 Q4	$8.22K	Buy	+357	New	+$8.27K	﹤0.01%	589
2025 Q2	–	Sell	-242	Closed	-$5.56K	–	808
2025 Q1	$5.56K	Buy	+242	New	+$5.49K	﹤0.01%	637
2024 Q4	–	Sell	-255	Closed	-$5.98K	–	947
2024 Q3	$5.98K	Buy	+255	New	+$5.9K	﹤0.01%	663
2023 Q4	–	Sell	-20	Closed	-$441	–	846
2023 Q3	$441	Buy	+20	New	+$450	﹤0.01%	714
2022 Q3	–	Sell	-293	Closed	-$7K	–	932
2022 Q2	$7K	Buy	293 +275	+1,528%	+$6.62K	﹤0.01%	661
2022 Q1	$0	Buy	+18	New	+$461	﹤0.01%	878
2021 Q3	–	Sell	-23	Closed	-$1K	–	960
2021 Q2	$1K	Sell	23 -294	-93%	-$7.76K	﹤0.01%	908
2021 Q1	$8K	Buy	+317	New	+$8.47K	﹤0.01%	690
2020 Q4	–	Sell	-93	Closed	-$3K	–	922
2020 Q3	$3K	Buy	93 +20	+27%	+$561	﹤0.01%	746
2020 Q2	$2K	Buy	+73	New	+$2.04K	﹤0.01%	668
2019 Q4	–	Sell	-24	Closed	-$1K	–	806
2019 Q3	$1K	Buy	24 +6	+33%	+$157	﹤0.01%	818
2019 Q2	$0	Buy	+18	New	+$456	﹤0.01%	796
2016 Q1	–	Sell	-727	Closed	-$18K	–	928
2015 Q4	$18K	Buy	+727	New	+$18.3K	0.01%	467

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Plante Moran Financial Advisors's GOVT Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2026, closing a stake of 357 shares — an estimated $8.22K sold.

Plante Moran Financial Advisors first reported a position in GOVT in Q4 2015 and held it in 13 quarters. The position peaked at $18K in Q4 2015. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Plante Moran Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 357 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $8.22K.
Plante Moran Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2015 and held it in 13 quarters.
Plante Moran Financial Advisors's iShares US Treasury Bond ETF position peaked at $18K in Q4 2015.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.