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BWM
Baystate Wealth Management’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Baystate 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
2023
Q4
$36.8K
Sell
1,595
-3
-0.2%
-$67
﹤0.01%
427
2023
Q3
$35.2K
Sell
1,598
-8,504
-84%
-$191K
﹤0.01%
387
2023
Q2
$231K
Sell
10,102
-572
-5%
-$13.3K
0.02%
177
2023
Q1
$250K
Buy
10,674
+2,111
+25%
+$48.8K
0.02%
168
2022
Q4
$195K
Sell
8,563
-29,685
-78%
-$675K
0.02%
188
2022
Q3
$871K
Buy
38,248
+17,121
+81%
+$406K
0.09%
89
2022
Q2
$505K
Sell
21,127
-8,738
-29%
-$210K
0.05%
121
2022
Q1
$744K
Sell
29,865
-4,943
-14%
-$127K
0.07%
94
2021
Q4
$929K
Buy
34,808
+2,966
+9%
+$78.5K
0.08%
79
2021
Q3
$845K
Sell
31,842
-498
-2%
-$13.3K
0.08%
75
2021
Q2
$860K
Sell
32,340
-5,318
-14%
-$140K
0.09%
73
2021
Q1
$986K
Buy
37,658
+23,755
+171%
+$635K
0.1%
63
2020
Q4
$379K
Buy
13,903
+5,245
+61%
+$145K
0.04%
91
2020
Q3
$242K
Hold
8,658
–
–
0.03%
108
2020
Q2
$242K
Buy
+8,658
New
+$242K
0.03%
104
2020
Q1
–
Sell
-478
Closed
-$12K
–
627
2019
Q4
$12K
Buy
478
+3
+0.6%
+$78
﹤0.01%
385
2019
Q3
$12K
Buy
+475
New
+$12.4K
﹤0.01%
344
Other funds holding GOVT
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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