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

WealthPLAN 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 		$1.85M Buy
81,231
+2,651
+3% +$60.4K 0.35% 69
2026
Q1 		$1.8M Buy
+78,580
New +$1.81M 0.35% 82
2023
Q4 		– Sell
-13,357
Closed -$294K – 328
2023
Q3 		$294K Sell
13,357
-36,837
-73% -$829K 0.03% 265
2023
Q2 		$1.15M Sell
50,194
-8,037
-14% -$186K 0.16% 125
2023
Q1 		$1.36M Buy
58,231
+41,441
+247% +$957K 0.15% 129
2022
Q4 		$385K Buy
+16,790
New +$382K 0.03% 285
2022
Q1 		$1.42M Buy
58,729
+11,405
+24% +$292K 0.1% 139
2021
Q4 		$1.23M Buy
47,324
+6,108
+15% +$162K 0.08% 158
2021
Q3 		$1.09M Buy
41,216
+4,446
+12% +$119K 0.07% 163
2021
Q2 		$982K Sell
36,770
-1,688
-4% -$44.5K 0.07% 152
2021
Q1 		$1.01M Buy
38,458
+6,374
+20% +$170K 0.08% 142
2020
Q4 		$865K Buy
32,084
+8,681
+37% +$239K 0.07% 150
2020
Q3 		$647K Buy
23,403
+314
+1% +$8.8K 0.06% 168
2020
Q2 		$645K Buy
23,089
+8,507
+58% +$238K 0.07% 156
2020
Q1 		$410K Sell
14,582
-14,159
-49% -$380K 0.05% 173
2019
Q4 		$758K Buy
28,741
+3,387
+13% +$88.5K 0.09% 129
2019
Q3 		$658K Buy
25,354
+9,335
+58% +$244K 0.09% 133
2019
Q2 		$421K Buy
+16,019
New +$406K 0.06% 158
2016
Q3 		$41.9K Sell
1,614
-1,203
-43% -$31.4K 0.01% 366
2016
Q2 		$31.6K Buy
+2,817
New +$72.8K ﹤0.01% 1140

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

WealthPLAN Partners's GOVT Position: Q2 2026 in Review

WealthPLAN Partners increased its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q2 2026, buying an estimated $60.4K and bringing the position to 81,231 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #69.

WealthPLAN Partners first reported a position in GOVT in Q2 2016 and has held it in 20 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • WealthPLAN Partners held 81,231 shares of iShares US Treasury Bond ETF worth $1.85M as of Q2 2026.
  • WealthPLAN Partners bought 2,651 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $60.4K.
  • iShares US Treasury Bond ETF made up 0.35% of WealthPLAN Partners's portfolio in Q2 2026, its #69 holding.
  • WealthPLAN Partners first reported a position in iShares US Treasury Bond ETF in Q2 2016 and has held it in 20 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.