Richard W. Paul & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Richard W. Paul & Associates’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	$3.78K	Buy	+166	New	+$3.78K	﹤0.01%	265

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Richard W. Paul & Associates's GOVT Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 166 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

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

Richard W. Paul & Associates held 166 shares of iShares US Treasury Bond ETF worth $3.78K as of Q2 2026.
iShares US Treasury Bond ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #265 holding.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.