Beacon Capital Management LLC (Tennessee)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-667	Closed	-$15.3K	–	483
2025 Q2	$15.3K	Buy	667 +22	+3%	+$501	﹤0.01%	547
2025 Q1	$14.8K	Hold	645	–	–	﹤0.01%	543
2024 Q4	$14.8K	Sell	645 -2,694	-81%	-$61.5K	﹤0.01%	531
2024 Q3	$78.3K	Buy	3,339 +3,072	+1,151%	+$71.1K	0.01%	236
2024 Q2	$6.03K	Buy	+267	New	+$5.99K	﹤0.01%	668
2023 Q4	–	Sell	-2,797	Closed	-$64.1K	–	1011
2023 Q3	$64.1K	Hold	2,797	–	–	0.02%	208
2023 Q2	$64.1K	Buy	2,797 +2,533	+959%	+$58.8K	0.02%	208
2023 Q1	$6.17K	Sell	264 -567	-68%	-$13.1K	﹤0.01%	590
2022 Q4	$18.9K	Buy	+831	New	+$18.9K	0.01%	387

Other funds holding GOVT

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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