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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Richardson Financial Services's GOVT Position: Q1 2026 in Review

Richardson Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 3.1% in Q1 2026, buying an estimated $5.56K and bringing the position to 8,049 shares worth $184K. The position accounts for 0.12% of the portfolio, ranked #167.

Richardson Financial Services first reported a position in GOVT in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Richardson Financial Services held 8,049 shares of iShares US Treasury Bond ETF worth $184K as of Q1 2026.
  • Richardson Financial Services bought 241 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $5.56K.
  • iShares US Treasury Bond ETF made up 0.12% of Richardson Financial Services's portfolio in Q1 2026, its #167 holding.
  • Richardson Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.