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Acorn Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Acorn Wealth 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
2024
Q2 		– Sell
-9,374
Closed -$213K – 206
2024
Q1 		$213K Sell
9,374
-74
-0.8% -$1.68K 0.11% 191
2023
Q4 		$218K Sell
9,448
-486
-5% -$10.8K 0.13% 172
2023
Q3 		$219K Sell
9,934
-201
-2% -$4.53K 0.15% 163
2023
Q2 		$232K Sell
10,135
-175
-2% -$4.06K 0.16% 149
2023
Q1 		$241K Sell
10,310
-12
-0.1% -$277 0.18% 144
2022
Q4 		$235K Sell
10,322
-2,587
-20% -$58.8K 0.18% 134
2022
Q3 		$294K Sell
12,909
-696
-5% -$16.5K 0.24% 101
2022
Q2 		$325K Buy
13,605
+1,219
+10% +$29.3K 0.26% 105
2022
Q1 		$309K Buy
12,386
+214
+2% +$5.48K 0.21% 119
2021
Q4 		$325K Buy
12,172
+2,243
+23% +$59.4K 0.21% 120
2021
Q3 		$263K Buy
9,929
+1,182
+14% +$31.7K 0.18% 134
2021
Q2 		$233K Buy
+8,747
New +$231K 0.16% 148

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acorn Wealth Advisors's GOVT Position: Q2 2024 in Review

Acorn Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 9,374 shares — an estimated $213K sold.

Acorn Wealth Advisors first reported a position in GOVT in Q2 2021 and held it in 12 quarters. The position peaked at $325K in Q2 2022. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Acorn Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 9,374 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $213K.
  • Acorn Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2021 and held it in 12 quarters.
  • Acorn Wealth Advisors's iShares US Treasury Bond ETF position peaked at $325K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Acorn Wealth Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.