Arden Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Arden Trust’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	$1.68M	Sell	74,455 -3,305	-4%	-$74.1K	0.23%	64
2024 Q1	$1.77M	Sell	77,760 -271,549	-78%	-$6.17M	0.25%	63
2023 Q4	$8.05M	Buy	349,309 +28,918	+9%	+$644K	1.18%	24
2023 Q3	$7.06M	Sell	320,391 -159,974	-33%	-$3.6M	1.17%	26
2023 Q2	$11M	Buy	480,365 +138,747	+41%	+$3.22M	1.81%	18
2023 Q1	$7.99M	Buy	+341,618	New	+$7.89M	1.44%	21

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arden Trust's GOVT Position: Q2 2024 in Review

Arden Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.3% in Q2 2024, selling an estimated $74.1K and leaving 74,455 shares worth $1.68M. The position accounts for 0.23% of the portfolio, ranked #64.

Arden Trust first reported a position in GOVT in Q1 2023 and has held it in 6 quarters since. The position peaked at $11M in Q2 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

Arden Trust held 74,455 shares of iShares US Treasury Bond ETF worth $1.68M as of Q2 2024.
Arden Trust sold 3,305 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $74.1K.
iShares US Treasury Bond ETF made up 0.23% of Arden Trust's portfolio in Q2 2024, its #64 holding.
Arden Trust first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 6 quarters since.
Arden Trust's iShares US Treasury Bond ETF position peaked at $11M in Q2 2023.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.