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Richmond Investment Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Richmond Investment 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 		$2.47M Buy
107,830
+33,889
+46% +$781K 0.4% 43
2025
Q4 		$1.7M Buy
73,941
+8,527
+13% +$197K 0.29% 53
2025
Q3 		$1.51M Buy
65,414
+22,530
+53% +$517K 0.28% 57
2025
Q2 		$985K Buy
+42,884
New +$977K 0.21% 70

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

Richmond Investment Services's GOVT Position: Q1 2026 in Review

Richmond Investment Services increased its iShares US Treasury Bond ETF (GOVT) stake by 46% in Q1 2026, buying an estimated $781K and bringing the position to 107,830 shares worth $2.47M. The position accounts for 0.4% of the portfolio, ranked #43.

Richmond Investment Services first reported a position in GOVT in Q2 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Richmond Investment Services held 107,830 shares of iShares US Treasury Bond ETF worth $2.47M as of Q1 2026.
  • Richmond Investment Services bought 33,889 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $781K.
  • iShares US Treasury Bond ETF made up 0.4% of Richmond Investment Services's portfolio in Q1 2026, its #43 holding.
  • Richmond Investment Services first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.