Vertex Planning Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Vertex Planning Partners’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 Q3	$3.59M	Sell	164,204 -32,527	-17%	-$729K	0.51%	39
2026 Q2	$4.48M	Buy	196,731 +73,955	+60%	+$1.68M	0.67%	34
2026 Q1	$2.81M	Buy	122,776 +108,411	+755%	+$2.5M	0.55%	36
2025 Q4	$331K	Buy	14,365 +2,752	+24%	+$63.7K	0.08%	98
2025 Q3	$268K	Buy	11,613 +2,336	+25%	+$53.6K	0.05%	175
2025 Q2	$213K	Buy	+9,277	New	+$211K	0.04%	181
2023 Q3	–	Sell	-28,609	Closed	-$655K	–	138
2023 Q2	$655K	Buy	28,609 +3,527	+14%	+$81.8K	0.22%	61
2023 Q1	$586K	Buy	25,082 +14,393	+135%	+$332K	0.22%	56
2022 Q4	$243K	Buy	+10,689	New	+$243K	0.09%	132

Other funds holding GOVT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vertex Planning Partners's GOVT Position: Q3 2026 in Review

Vertex Planning Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q3 2026, selling an estimated $729K and leaving 164,204 shares worth $3.59M. The position accounts for 0.51% of the portfolio, ranked #39.

Vertex Planning Partners first reported a position in GOVT in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.48M in Q2 2026. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Vertex Planning Partners held 164,204 shares of iShares US Treasury Bond ETF worth $3.59M as of Q3 2026.
Vertex Planning Partners sold 32,527 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $729K.
iShares US Treasury Bond ETF made up 0.51% of Vertex Planning Partners's portfolio in Q3 2026, its #39 holding.
Vertex Planning Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Vertex Planning Partners's iShares US Treasury Bond ETF position peaked at $4.48M in Q2 2026.
872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.