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 Q2	–	Sell	-107,830	Closed	-$2.47M	–	178
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 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

Richmond Investment Services's GOVT Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 107,830 shares — an estimated $2.47M sold.

Richmond Investment Services first reported a position in GOVT in Q2 2025 and held it in 4 quarters. The position peaked at $2.47M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Richmond Investment Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 107,830 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.47M.
Richmond Investment Services first reported a position in iShares US Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's iShares US Treasury Bond ETF position peaked at $2.47M in Q1 2026.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.