Virginia Estate & Retirement Planning Advisors Inc. GOVT — ISHARES TR

Ownership history in Virginia Estate & Retirement Planning Advisors Inc.  ·  1 quarter on record

AI Ownership Summary

Virginia Estate & Retirement Planning Advisors Inc. reported ISHARES TR (GOVT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 60.26% in 2026 Q1. The latest visible filing shows GOVT at 60.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virginia Estate & Retirement Planning Advisors Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 60.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
60.26% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page Virginia Estate & Retirement Planning Advisors Inc. fund profile Virginia Estate & Retirement Planning Advisors Inc. full holdings
How Virginia Estate & Retirement Planning Advisors Inc. held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED — — — 342,206 — — 60.26% $34.4M 2026-05-12 $22.34

🏢 Other funds also holding GOVT

As of 2026 Q3 — sorted by position size

Deane Retirement Strategies, Inc. 3Y 7Y 5.08% Pacific Wealth Management 3Y 4.79% Wedmont Private Capital 3Y 2.69% Roan Capital Partners 2.48% McNaughton Wealth Management, LLC 3Y 2.48% Cassilly Financial Group LLC 2.27% Asempa Wealth Advisors 2.07% Montecito Bank & Trust 3Y 7Y 1.6% Shira Ridge Wealth Management 3Y 1.5% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.8%

FAQ About Virginia Estate & Retirement Planning Advisors Inc. and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virginia Estate & Retirement Planning Advisors Inc. reported owning GOVT?

Virginia Estate & Retirement Planning Advisors Inc. reported GOVT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported GOVT position in Virginia Estate & Retirement Planning Advisors Inc.'s portfolio?

The largest reported portfolio weight for GOVT was 60.26% in 2026 Q1.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when Virginia Estate & Retirement Planning Advisors Inc. reported 342,206 shares, equal to 60.26% of portfolio, with an estimated market value of $34.4M.

What does the chart on this GOVT ownership page compare?

The chart compares Virginia Estate & Retirement Planning Advisors Inc.'s quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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