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Cedar Brook Financial Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-28,786
Closed -$655K – 176
2024
Q1 		$655K Buy
28,786
+13,165
+84% +$299K 0.13% 170
2023
Q4 		$358K Buy
15,621
+6,087
+64% +$135K 0.08% 249
2023
Q3 		$210K Buy
+9,534
New +$215K 0.05% 337

Other funds holding GOVT

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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 22.9% 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

Cedar Brook Financial Partners's GOVT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 28,786 shares — an estimated $655K sold.

Cedar Brook Financial Partners first reported a position in GOVT in Q3 2023 and held it in 3 quarters. The position peaked at $655K in Q1 2024. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 28,786 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $655K.
  • Cedar Brook Financial Partners first reported a position in iShares US Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's iShares US Treasury Bond ETF position peaked at $655K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.