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Citizens Business Bank’s iShares US Treasury Bond ETF GOVT Stock Holding History

Citizens Business Bank’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
-15,643
Closed -$356K – 105
2024
Q1 		$356K Hold
15,643
– – 0.07% 97
2023
Q4 		$360K Buy
+15,643
New +$348K 0.08% 92

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Envestnet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citizens Business Bank's GOVT Position: Q2 2024 in Review

Citizens Business Bank sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 15,643 shares — an estimated $356K sold.

Citizens Business Bank first reported a position in GOVT in Q4 2023 and held it in 2 quarters. The position peaked at $360K in Q4 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Citizens Business Bank reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Citizens Business Bank sold 15,643 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $356K.
  • Citizens Business Bank first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Citizens Business Bank's iShares US Treasury Bond ETF position peaked at $360K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Citizens Business Bank's 13F filing for Q2 2024, filed 5 Aug 2024.