Anchor Pointe Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Anchor Pointe Wealth Management’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 Q4	$1.99M	Buy	+88,527	New	+$2.02M	2.59%	9

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Pointe Wealth Management's GOVT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2024: 88,527 shares worth $1.99M. The stake represents 2.59% of the portfolio and ranks #9 among its holdings.

791 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Anchor Pointe Wealth Management held 88,527 shares of iShares US Treasury Bond ETF worth $1.99M as of Q4 2024.
iShares US Treasury Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares US Treasury Bond ETF made up 2.59% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #9 holding.
791 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.