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RCS Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

RCS Financial Planning’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 		– Sell
-9,380
Closed -$215K – 103
2026
Q1 		$215K Buy
+9,380
New +$216K 0.11% 96
2023
Q3 		– Sell
-39,011
Closed -$893K – 61
2023
Q2 		$893K Buy
39,011
+513
+1% +$11.9K 0.74% 31
2023
Q1 		$900K Buy
38,498
+19,887
+107% +$459K 0.8% 29
2022
Q4 		$423K Buy
+18,611
New +$423K 0.41% 39

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

RCS Financial Planning's GOVT Position: Q2 2026 in Review

RCS Financial Planning sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 9,380 shares — an estimated $215K sold.

RCS Financial Planning first reported a position in GOVT in Q4 2022 and held it in 4 quarters. The position peaked at $900K in Q1 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • RCS Financial Planning reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RCS Financial Planning sold 9,380 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $215K.
  • RCS Financial Planning first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • RCS Financial Planning's iShares US Treasury Bond ETF position peaked at $900K in Q1 2023.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.