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

Angeles 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 		– Sell
-16,442
Closed -$386K – 376
2024
Q3 		$386K Hold
16,442
– – 0.03% 160
2024
Q2 		$371K Sell
16,442
-30
-0.2% -$673 0.03% 150
2024
Q1 		$375K Sell
16,472
-44
-0.3% -$1K 0.04% 147
2023
Q4 		$381K Buy
+16,516
New +$368K 0.05% 130

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Wealth Management's GOVT Position: Q4 2024 in Review

Angeles Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 16,442 shares — an estimated $386K sold.

Angeles Wealth Management first reported a position in GOVT in Q4 2023 and held it in 4 quarters. The position peaked at $386K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Angeles Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 16,442 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $386K.
  • Angeles Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Angeles Wealth Management's iShares US Treasury Bond ETF position peaked at $386K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.