SFP
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Sterling Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sterling Financial Planning’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 		$4.52M Buy
198,231
+6,020
+3% +$137K 1.23% 25
2026
Q1 		$4.4M Buy
192,211
+3,904
+2% +$90K 1.31% 24
2025
Q4 		$4.34M Buy
188,307
+6,412
+4% +$148K 1.31% 22
2025
Q3 		$4.21M Buy
181,895
+2,972
+2% +$68.1K 1.33% 23
2025
Q2 		$4.11M Buy
178,923
+1,062
+0.6% +$24.2K 1.37% 21
2025
Q1 		$4.09M Sell
177,861
-36,542
-17% -$828K 1.48% 21
2024
Q4 		$4.93M Buy
214,403
+57,802
+37% +$1.32M 1.81% 15
2024
Q3 		$3.67M Buy
156,601
+8,055
+5% +$187K 1.35% 22
2024
Q2 		$3.35M Sell
148,546
-5,279
-3% -$118K 1.36% 21
2024
Q1 		$3.5M Sell
153,825
-3,328
-2% -$75.7K 1.42% 19
2023
Q4 		$3.62M Sell
157,153
-13,231
-8% -$295K 1.57% 18
2023
Q3 		$3.76M Sell
170,384
-2,133
-1% -$48K 1.92% 13
2023
Q2 		$3.95M Buy
172,517
+1,203
+0.7% +$27.9K 1.96% 14
2023
Q1 		$4.01M Buy
171,314
+6,157
+4% +$142K 2.17% 13
2022
Q4 		$3.75M Buy
165,157
+21,822
+15% +$496K 2.24% 11
2022
Q3 		$3.26M Buy
143,335
+29,194
+26% +$692K 2.29% 13
2022
Q2 		$2.73M Buy
114,141
+85,404
+297% +$2.05M 1.92% 16
2022
Q1 		$716K Buy
28,737
+55
+0.2% +$1.41K 0.45% 41
2021
Q4 		$765K Buy
28,682
+16,805
+141% +$445K 0.48% 38
2021
Q3 		$315K Buy
11,877
+2,107
+22% +$56.4K 0.2% 63
2021
Q2 		$260K Buy
9,770
+8,759
+866% +$231K 0.17% 67
2021
Q1 		$26K Buy
+1,011
New +$27K 0.02% 208

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Sterling Financial Planning's GOVT Position: Q2 2026 in Review

Sterling Financial Planning increased its iShares US Treasury Bond ETF (GOVT) stake by 3.1% in Q2 2026, buying an estimated $137K and bringing the position to 198,231 shares worth $4.52M. The position accounts for 1.23% of the portfolio, ranked #25.

Sterling Financial Planning first reported a position in GOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.93M in Q4 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Sterling Financial Planning held 198,231 shares of iShares US Treasury Bond ETF worth $4.52M as of Q2 2026.
  • Sterling Financial Planning bought 6,020 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares US Treasury Bond ETF made up 1.23% of Sterling Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Sterling Financial Planning first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares US Treasury Bond ETF position peaked at $4.93M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.