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Cambridge Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cambridge Trust’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 		– Sell
-415
Closed -$9.15K – 708
2023
Q3 		$9.15K Buy
+415
New +$9.34K ﹤0.01% 590

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Trust's GOVT Position: Q4 2023 in Review

Cambridge Trust sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 415 shares — an estimated $9.15K sold.

Cambridge Trust first reported a position in GOVT in Q3 2023 and held it in 1 quarter. The position peaked at $9.15K in Q3 2023. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Cambridge Trust reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 415 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $9.15K.
  • Cambridge Trust first reported a position in iShares US Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cambridge Trust's iShares US Treasury Bond ETF position peaked at $9.15K in Q3 2023.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.