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

Aspire 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 Q2	–	Sell	-92	Closed	-$2.09K	–	182
2024 Q1	$2.09K	Sell	92 -664	-88%	-$15.1K	﹤0.01%	173
2023 Q4	$17.4K	Hold	756	–	–	0.01%	146
2023 Q3	$16.7K	Sell	756 -10,429	-93%	-$235K	0.01%	143
2023 Q2	$256K	Buy	11,185 +429	+4%	+$9.95K	0.19%	76
2023 Q1	$251K	Sell	10,756 -5,578	-34%	-$129K	0.2%	76
2022 Q4	$371K	Sell	16,334 -208	-1%	-$4.73K	0.32%	53
2022 Q3	$376K	Buy	16,542 +4,835	+41%	+$115K	0.35%	49
2022 Q2	$280K	Sell	11,707 -944	-7%	-$22.7K	0.26%	69
2022 Q1	$315K	Buy	12,651 +775	+7%	+$19.8K	0.25%	68
2021 Q4	$317K	Buy	+11,876	New	+$314K	0.26%	64

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 $83.7B AUM 27.22% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Aspire Wealth Management's GOVT Position: Q2 2024 in Review

Aspire Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 92 shares — an estimated $2.09K sold.

Aspire Wealth Management first reported a position in GOVT in Q4 2021 and held it in 10 quarters. The position peaked at $376K in Q3 2022. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

Aspire Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Aspire Wealth Management sold 92 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $2.09K.
Aspire Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Aspire Wealth Management's iShares US Treasury Bond ETF position peaked at $376K in Q3 2022.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Aspire Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.