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Tempus Wealth Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tempus Wealth 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
Q1 		$1.1M Buy
47,848
+32,848
+219% +$757K 0.25% 114
2025
Q4 		$345K Buy
15,000
+1,026
+7% +$23.8K 0.08% 205
2025
Q3 		$323K Sell
13,974
-7,180
-34% -$165K 0.07% 215
2025
Q2 		$486K Buy
21,154
+2,019
+11% +$46K 0.12% 171
2025
Q1 		$440K Sell
19,135
-2,809
-13% -$63.7K 0.13% 161
2024
Q4 		$504K Sell
21,944
-1,858
-8% -$42.4K 0.15% 144
2024
Q3 		$558K Sell
23,802
-1,639
-6% -$38K 0.2% 114
2024
Q2 		$574K Buy
25,441
+388
+2% +$8.7K 0.24% 100
2024
Q1 		$570K Sell
25,053
-3,072
-11% -$69.8K 0.25% 103
2023
Q4 		$648K Sell
28,125
-2,514
-8% -$56K 0.28% 84
2023
Q3 		$675K Sell
30,639
-6,862
-18% -$154K 0.34% 73
2023
Q2 		$859K Sell
37,501
-52
-0.1% -$1.21K 0.39% 76
2023
Q1 		$878K Sell
37,553
-3,596
-9% -$83.1K 0.43% 59
2022
Q4 		$935K Sell
41,149
-2,301
-5% -$52.3K 0.57% 55
2022
Q3 		$989K Buy
43,450
+31,684
+269% +$751K 0.66% 42
2022
Q2 		$281K Buy
+11,766
New +$283K 0.23% 103

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

Tempus Wealth Planning's GOVT Position: Q1 2026 in Review

Tempus Wealth Planning increased its iShares US Treasury Bond ETF (GOVT) stake by 219% in Q1 2026, buying an estimated $757K and bringing the position to 47,848 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #114.

Tempus Wealth Planning first reported a position in GOVT in Q2 2022 and has held it in 16 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Tempus Wealth Planning held 47,848 shares of iShares US Treasury Bond ETF worth $1.1M as of Q1 2026.
  • Tempus Wealth Planning bought 32,848 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $757K.
  • iShares US Treasury Bond ETF made up 0.25% of Tempus Wealth Planning's portfolio in Q1 2026, its #114 holding.
  • Tempus Wealth Planning first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.