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Alera Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Alera Investment 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
Q3 		$1.55M Buy
66,148
+2,197
+3% +$50.9K 0.18% 60
2024
Q2 		$1.44M Buy
+63,951
New +$1.43M 0.17% 64

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 22.96% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alera Investment Advisors's GOVT Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 3.4% in Q3 2024, buying an estimated $50.9K and bringing the position to 66,148 shares worth $1.55M. The position accounts for 0.18% of the portfolio, ranked #60.

Alera Investment Advisors first reported a position in GOVT in Q2 2024 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Alera Investment Advisors held 66,148 shares of iShares US Treasury Bond ETF worth $1.55M as of Q3 2024.
  • Alera Investment Advisors bought 2,197 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $50.9K.
  • iShares US Treasury Bond ETF made up 0.18% of Alera Investment Advisors's portfolio in Q3 2024, its #60 holding.
  • Alera Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.