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Vision Retirement’s iShares US Treasury Bond ETF GOVT Stock Holding History

Vision Retirement’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 		$766K Buy
33,627
+5,701
+20% +$130K 0.19% 78
2026
Q1 		$640K Sell
27,926
-3,671
-12% -$84.6K 0.18% 76
2025
Q4 		$728K Buy
+31,597
New +$731K 0.2% 72

Other funds holding GOVT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Retirement's GOVT Position: Q2 2026 in Review

Vision Retirement increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $130K and bringing the position to 33,627 shares worth $766K. The position accounts for 0.19% of the portfolio, ranked #78.

Vision Retirement first reported a position in GOVT in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Vision Retirement held 33,627 shares of iShares US Treasury Bond ETF worth $766K as of Q2 2026.
  • Vision Retirement bought 5,701 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares US Treasury Bond ETF made up 0.19% of Vision Retirement's portfolio in Q2 2026, its #78 holding.
  • Vision Retirement first reported a position in iShares US Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.