Vermillion & White Wealth Management Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Vermillion & White Wealth Management 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	$502K	Sell	22,057 -457	-2%	-$10.4K	0.25%	41
2026 Q1	$516K	Sell	22,514 -539	-2%	-$12.4K	0.3%	36
2025 Q4	$531K	Sell	23,053 -382	-2%	-$8.84K	0.29%	35
2025 Q3	$542K	Sell	23,435 -547	-2%	-$12.5K	0.31%	33
2025 Q2	$551K	Sell	23,982 -555	-2%	-$12.6K	0.36%	33
2025 Q1	$564K	Sell	24,537 -13,446	-35%	-$305K	0.41%	30
2024 Q4	$873K	Sell	37,983 -6,293	-14%	-$144K	0.64%	30
2024 Q3	$1.04M	Sell	44,276 -1,378	-3%	-$31.9K	0.77%	25
2024 Q2	$1.03M	Buy	45,654 +452	+1%	+$10.1K	0.78%	26
2024 Q1	$1.99M	Buy	45,202 +5,321	+13%	+$121K	1.59%	17
2023 Q4	$919K	Buy	+39,881	New	+$888K	0.89%	23

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

Vermillion & White Wealth Management Group's GOVT Position: Q2 2026 in Review

Vermillion & White Wealth Management Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q2 2026, selling an estimated $10.4K and leaving 22,057 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #41.

Vermillion & White Wealth Management Group first reported a position in GOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q1 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Vermillion & White Wealth Management Group held 22,057 shares of iShares US Treasury Bond ETF worth $502K as of Q2 2026.
Vermillion & White Wealth Management Group sold 457 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
iShares US Treasury Bond ETF made up 0.25% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #41 holding.
Vermillion & White Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's iShares US Treasury Bond ETF position peaked at $1.99M in Q1 2024.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.