United Financial Planning Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

United Financial Planning Group’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	$33.7K	Buy	1,478 +14	+1%	+$319	0.02%	128
2026 Q1	$33.5K	Buy	1,464 +1,124	+331%	+$25.9K	0.02%	103
2025 Q4	$7.84K	Buy	340 +333	+4,757%	+$7.71K	﹤0.01%	226
2025 Q3	$724	Buy	+7	New	+$161	﹤0.01%	201

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

United Financial Planning Group's GOVT Position: Q2 2026 in Review

United Financial Planning Group increased its iShares US Treasury Bond ETF (GOVT) stake by 0.96% in Q2 2026, buying an estimated $319 and bringing the position to 1,478 shares worth $33.7K. The position accounts for 0.02% of the portfolio, ranked #128.

United Financial Planning Group first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

United Financial Planning Group held 1,478 shares of iShares US Treasury Bond ETF worth $33.7K as of Q2 2026.
United Financial Planning Group bought 14 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $319.
iShares US Treasury Bond ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #128 holding.
United Financial Planning Group first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.