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Buckingham Strategic Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Buckingham Strategic Wealth’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 		$1.34M Buy
59,443
+2,076
+4% +$46.5K 0.01% 290
2024
Q1 		$1.31M Buy
57,367
+4,445
+8% +$101K 0.01% 291
2023
Q4 		$1.22M Buy
52,922
+1,857
+4% +$41.3K 0.01% 296
2023
Q3 		$1.13M Sell
51,065
-17,446
-25% -$393K 0.02% 280
2023
Q2 		$1.57M Buy
68,511
+2,246
+3% +$52.1K 0.02% 243
2023
Q1 		$1.51M Hold
66,265
– – 0.03% 217
2022
Q4 		$1.51M Sell
66,265
-1,359
-2% -$30.9K 0.03% 218
2022
Q3 		$1.54M Sell
67,624
-445
-0.7% -$10.5K 0.03% 201
2022
Q2 		$1.63M Sell
68,069
-3,565
-5% -$85.8K 0.03% 196
2022
Q1 		$1.78M Sell
71,634
-2,958
-4% -$75.8K 0.04% 192
2021
Q4 		$1.99M Buy
74,592
+472
+0.6% +$12.5K 0.04% 180
2021
Q3 		$1.97M Buy
74,120
+934
+1% +$25K 0.04% 175
2021
Q2 		$1.95M Sell
73,186
-10,407
-12% -$275K 0.05% 176
2021
Q1 		$2.19M Sell
83,593
-1,235
-1% -$33K 0.11% 144
2020
Q4 		$2.31M Buy
84,828
+606
+0.7% +$16.7K 0.12% 136
2020
Q3 		$2.35M Buy
84,222
+15,392
+22% +$432K 0.18% 98
2020
Q2 		$1.93M Buy
68,830
+201
+0.3% +$5.62K 0.18% 96
2020
Q1 		$1.92M Sell
68,629
-16,203
-19% -$435K 0.19% 96
2019
Q4 		$2.2M Sell
84,832
-1,367
-2% -$35.7K 0.21% 91
2019
Q3 		$2.27M Sell
86,199
-6,913
-7% -$180K 0.25% 82
2019
Q2 		$2.4M Sell
93,112
-1,760
-2% -$44.6K 0.26% 77
2019
Q1 		$2.4M Buy
94,872
+4,456
+5% +$111K 0.3% 73
2018
Q4 		$2.23M Buy
90,416
+6,153
+7% +$150K 0.34% 62
2018
Q3 		$2.05M Sell
84,263
-4,531
-5% -$111K 0.31% 65
2018
Q2 		$2.19M Buy
88,794
+14,503
+20% +$355K 0.35% 58
2018
Q1 		$1.83M Buy
74,291
+62,658
+539% +$1.55M 0.36% 58
2017
Q4 		$292K Buy
+11,633
New +$293K 0.06% 241

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Buckingham Strategic Wealth's GOVT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 3.6% in Q2 2024, buying an estimated $46.5K and bringing the position to 59,443 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #290.

Buckingham Strategic Wealth first reported a position in GOVT in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.4M in Q2 2019. 693 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Buckingham Strategic Wealth held 59,443 shares of iShares US Treasury Bond ETF worth $1.34M as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,076 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $46.5K.
  • iShares US Treasury Bond ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #290 holding.
  • Buckingham Strategic Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's iShares US Treasury Bond ETF position peaked at $2.4M in Q2 2019.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

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