Strategic Investment Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Strategic Investment Solutions’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	$12.3K	Buy	539 +5	+0.9%	+$114	﹤0.01%	417
2026 Q1	$12.2K	Buy	534 +3	+0.6%	+$69	﹤0.01%	400
2025 Q4	$12.2K	Buy	531 +7	+1%	+$162	﹤0.01%	372
2025 Q3	$12.1K	Buy	524 +4	+0.8%	+$92	﹤0.01%	355
2025 Q2	$11.9K	Buy	520 +5	+1%	+$114	﹤0.01%	340
2025 Q1	$11.8K	Buy	515 +3	+0.6%	+$68	﹤0.01%	343
2024 Q4	$11.8K	Buy	512 +5	+1%	+$114	﹤0.01%	364
2024 Q3	$11.9K	Buy	+507	New	+$11.7K	﹤0.01%	340

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 22.9% 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

Strategic Investment Solutions's GOVT Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares US Treasury Bond ETF (GOVT) stake by 0.94% in Q2 2026, buying an estimated $114 and bringing the position to 539 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Strategic Investment Solutions first reported a position in GOVT in Q3 2024 and has held it in 8 quarters since. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Strategic Investment Solutions held 539 shares of iShares US Treasury Bond ETF worth $12.3K as of Q2 2026.
Strategic Investment Solutions bought 5 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $114.
iShares US Treasury Bond ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #417 holding.
Strategic Investment Solutions first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.