Spectrum Planning & Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Spectrum Planning & Advisory 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	$5.61M	Buy	246,181 +101,626	+70%	+$2.31M	2.51%	12
2026 Q1	$3.31M	Buy	144,555 +128,700	+812%	+$2.97M	1.64%	19
2025 Q4	$365K	Sell	15,855 -632	-4%	-$14.6K	0.19%	79
2025 Q3	$381K	Sell	16,487 -1,323	-7%	-$30.3K	0.22%	70
2025 Q2	$409K	Sell	17,810 -5,904	-25%	-$134K	0.26%	63
2025 Q1	$545K	Sell	23,714 -273	-1%	-$6.19K	0.45%	39
2024 Q4	$551K	Buy	23,987 +7,876	+49%	+$180K	0.48%	32
2024 Q3	$378K	Sell	16,111 -9,387	-37%	-$217K	0.36%	38
2024 Q2	$578K	Buy	+25,498	New	+$572K	0.56%	30
2023 Q4	$549K	Sell	23,809 -10,130	-30%	-$225K	0.78%	26
2023 Q3	$748K	Sell	33,939 -12,691	-27%	-$286K	1.18%	19
2023 Q2	$1.06M	Buy	46,630 +3,017	+7%	+$70K	1.59%	15
2023 Q1	$1.02M	Sell	43,613 -21,517	-33%	-$497K	1.66%	14
2022 Q4	$1.48M	Sell	65,130 -230,149	-78%	-$5.23M	2.02%	12
2022 Q3	$6.72M	Buy	295,279 +54,182	+22%	+$1.28M	6.79%	5
2022 Q2	$5.76M	Sell	241,097 -22,425	-9%	-$540K	6.01%	6
2022 Q1	$6.56M	Buy	263,522 +29,141	+12%	+$746K	6%	6
2021 Q4	$6.25M	Buy	234,381 +18,373	+9%	+$486K	5.69%	6
2021 Q3	$5.73M	Sell	216,008 -126,970	-37%	-$3.4M	5.62%	6
2021 Q2	$9.12M	Buy	342,978 +14,860	+5%	+$392K	8.77%	2
2021 Q1	$8.59M	Buy	328,118 +76,051	+30%	+$2.03M	8.83%	2
2020 Q4	$6.87M	Buy	+252,067	New	+$6.95M	7.38%	5

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Spectrum Planning & Advisory Services's GOVT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 70% in Q2 2026, buying an estimated $2.31M and bringing the position to 246,181 shares worth $5.61M. The position accounts for 2.51% of the portfolio, ranked #12.

Spectrum Planning & Advisory Services first reported a position in GOVT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.12M in Q2 2021. 166 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Spectrum Planning & Advisory Services held 246,181 shares of iShares US Treasury Bond ETF worth $5.61M as of Q2 2026.
Spectrum Planning & Advisory Services bought 101,626 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.31M.
iShares US Treasury Bond ETF made up 2.51% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #12 holding.
Spectrum Planning & Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
Spectrum Planning & Advisory Services's iShares US Treasury Bond ETF position peaked at $9.12M in Q2 2021.
166 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.