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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Vertex Planning Partners's GOVT Position: Q1 2026 in Review

Vertex Planning Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 755% in Q1 2026, buying an estimated $2.5M and bringing the position to 122,776 shares worth $2.81M. The position accounts for 0.55% of the portfolio, ranked #36.

Vertex Planning Partners first reported a position in GOVT in Q4 2022 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Vertex Planning Partners held 122,776 shares of iShares US Treasury Bond ETF worth $2.81M as of Q1 2026.
Vertex Planning Partners bought 108,411 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $2.5M.
iShares US Treasury Bond ETF made up 0.55% of Vertex Planning Partners's portfolio in Q1 2026, its #36 holding.
Vertex Planning Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.