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 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

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

Vertex Planning Partners's GOVT Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 60% in Q2 2026, buying an estimated $1.68M and bringing the position to 196,731 shares worth $4.48M. The position accounts for 0.67% of the portfolio, ranked #34.

Vertex Planning Partners first reported a position in GOVT in Q4 2022 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Vertex Planning Partners held 196,731 shares of iShares US Treasury Bond ETF worth $4.48M as of Q2 2026.
Vertex Planning Partners bought 73,955 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.68M.
iShares US Treasury Bond ETF made up 0.67% of Vertex Planning Partners's portfolio in Q2 2026, its #34 holding.
Vertex Planning Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.