Bromfield Sneider Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bromfield Sneider Wealth Advisors’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 Q1	$190K	Buy	8,366 +17	+0.2%	+$386	0.12%	47
2023 Q4	$192K	Buy	8,349 +35	+0.4%	+$779	0.13%	45
2023 Q3	$183K	Buy	8,314 +4,825	+138%	+$109K	0.14%	43
2023 Q2	$79.9K	Buy	3,489 +21	+0.6%	+$487	0.06%	53
2023 Q1	$81.1K	Buy	3,468 +13	+0.4%	+$300	0.07%	52
2022 Q4	$78.5K	Buy	3,455 +26	+0.8%	+$591	0.07%	50
2022 Q3	$78K	Buy	3,429 +15	+0.4%	+$355	0.09%	43
2022 Q2	$82K	Buy	+3,414	New	+$82.1K	0.1%	45

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's GOVT Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 0.2% in Q1 2024, buying an estimated $386 and bringing the position to 8,366 shares worth $190K. The position accounts for 0.12% of the portfolio, ranked #47.

Bromfield Sneider Wealth Advisors first reported a position in GOVT in Q2 2022 and has held it in 8 quarters since. The position peaked at $192K in Q4 2023. 694 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 8,366 shares of iShares US Treasury Bond ETF worth $190K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 17 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $386.
iShares US Treasury Bond ETF made up 0.12% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #47 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Bromfield Sneider Wealth Advisors's iShares US Treasury Bond ETF position peaked at $192K in Q4 2023.
694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.