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Willis Johnson & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Willis Johnson & Associates’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 		$1.36M Buy
59,601
+3,384
+6% +$77.1K 0.08% 55
2026
Q1 		$1.29M Buy
56,217
+7,150
+15% +$165K 0.08% 63
2025
Q4 		$1.13M Buy
49,067
+1,059
+2% +$24.5K 0.07% 68
2025
Q3 		$1.11M Sell
48,008
-1,495
-3% -$34.3K 0.07% 72
2025
Q2 		$1.14M Sell
49,503
-98
-0.2% -$2.23K 0.08% 65
2025
Q1 		$1.14M Sell
49,601
-31
-0.1% -$703 0.09% 60
2024
Q4 		$1.14M Sell
49,632
-649
-1% -$14.8K 0.09% 61
2024
Q3 		$1.18M Buy
50,281
+492
+1% +$11.4K 0.09% 61
2024
Q2 		$1.12M Buy
49,789
+3,248
+7% +$72.8K 0.09% 59
2024
Q1 		$1.06M Sell
46,541
-434
-0.9% -$9.87K 0.09% 59
2023
Q4 		$1.08M Sell
46,975
-1,577
-3% -$35.1K 0.1% 62
2023
Q3 		$1.07M Buy
48,552
+9,020
+23% +$203K 0.11% 64
2023
Q2 		$905K Buy
39,532
+2,897
+8% +$67.2K 0.1% 63
2023
Q1 		$857K Buy
36,635
+3,095
+9% +$71.5K 0.1% 63
2022
Q4 		$762K Buy
33,540
+518
+2% +$11.8K 0.1% 62
2022
Q3 		$752K Sell
33,022
-2,752
-8% -$65.2K 0.11% 62
2022
Q2 		$855K Sell
35,774
-1,314
-4% -$31.6K 0.12% 55
2022
Q1 		$924K Sell
37,088
-2,191
-6% -$56.1K 0.12% 53
2021
Q4 		$1.05M Sell
39,279
-10,533
-21% -$279K 0.14% 49
2021
Q3 		$1.32M Buy
49,812
+2,688
+6% +$72K 0.18% 42
2021
Q2 		$1.25M Buy
47,124
+2,086
+5% +$55K 0.18% 38
2021
Q1 		$1.18M Sell
45,038
-1,428
-3% -$38.2K 0.18% 39
2020
Q4 		$1.27M Buy
+46,466
New +$1.28M 0.21% 37

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

Willis Johnson & Associates's GOVT Position: Q2 2026 in Review

Willis Johnson & Associates increased its iShares US Treasury Bond ETF (GOVT) stake by 6% in Q2 2026, buying an estimated $77.1K and bringing the position to 59,601 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #55.

Willis Johnson & Associates first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Willis Johnson & Associates held 59,601 shares of iShares US Treasury Bond ETF worth $1.36M as of Q2 2026.
  • Willis Johnson & Associates bought 3,384 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $77.1K.
  • iShares US Treasury Bond ETF made up 0.08% of Willis Johnson & Associates's portfolio in Q2 2026, its #55 holding.
  • Willis Johnson & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.