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Virginia Estate & Retirement Planning Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		– Sell
-342,206
Closed -$34.4M – 190
2026
Q1 		$34.4M Buy
+342,206
New +$7.89M 60.26% 1

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Virginia Estate & Retirement Planning Advisors's GOVT Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 342,206 shares — an estimated $34.4M sold.

Virginia Estate & Retirement Planning Advisors first reported a position in GOVT in Q1 2026 and held it in 1 quarter. The position peaked at $34.4M in Q1 2026. 951 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 342,206 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $34.4M.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's iShares US Treasury Bond ETF position peaked at $34.4M in Q1 2026.
  • 951 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.