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

Brophy 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 Q3	$8.65M	Buy	+368,818	New	+$8.54M	3.1%	5

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brophy Wealth Management's GOVT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2024: 368,818 shares worth $8.65M. The stake represents 3.1% of the portfolio and ranks #5 among its holdings.

720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Brophy Wealth Management held 368,818 shares of iShares US Treasury Bond ETF worth $8.65M as of Q3 2024.
iShares US Treasury Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares US Treasury Bond ETF made up 3.1% of Brophy Wealth Management's portfolio in Q3 2024, its #5 holding.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.