Richardson Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Richardson Financial 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 Q2	$280K	Buy	12,306 +4,257	+53%	+$96.9K	0.16%	131
2026 Q1	$184K	Buy	8,049 +241	+3%	+$5.56K	0.12%	167
2025 Q4	$180K	Buy	7,808 +23	+0.3%	+$532	0.06%	164
2025 Q3	$180K	Buy	7,785 +1,222	+19%	+$28K	0.11%	154
2025 Q2	$150K	Buy	6,563 +896	+16%	+$20.4K	0.1%	171
2025 Q1	$130K	Buy	5,667 +435	+8%	+$9.86K	0.1%	169
2024 Q4	$118K	Buy	5,232 +395	+8%	+$9.01K	0.08%	182
2024 Q3	$109K	Hold	4,837	–	–	0.07%	196
2024 Q2	$109K	Sell	4,837 -9	-0.2%	-$202	0.08%	184
2024 Q1	$110K	Sell	4,846 -177	-4%	-$4.02K	0.08%	189
2023 Q4	$116K	Buy	+5,023	New	+$112K	0.1%	164

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

Richardson Financial Services's GOVT Position: Q2 2026 in Review

Richardson Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 53% in Q2 2026, buying an estimated $96.9K and bringing the position to 12,306 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #131.

Richardson Financial Services first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Richardson Financial Services held 12,306 shares of iShares US Treasury Bond ETF worth $280K as of Q2 2026.
Richardson Financial Services bought 4,257 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $96.9K.
iShares US Treasury Bond ETF made up 0.16% of Richardson Financial Services's portfolio in Q2 2026, its #131 holding.
Richardson Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.