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

Cassady Schiller 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 Q4	$184	Buy	+8	New	+$183	﹤0.01%	1074

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's GOVT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2024: 8 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of iShares US Treasury Bond ETF worth $184 as of Q4 2024.
iShares US Treasury Bond ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
iShares US Treasury Bond ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1074 holding.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.