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Core Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Core Wealth 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
Q4 		– Sell
-8,904
Closed -$209K – 170
2024
Q3 		$209K Hold
8,904
– – 0.13% 157
2024
Q2 		$201K Buy
+8,904
New +$200K 0.14% 142

Other funds holding GOVT

Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Partners's GOVT Position: Q4 2024 in Review

Core Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 8,904 shares — an estimated $209K sold.

Core Wealth Partners first reported a position in GOVT in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Core Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Core Wealth Partners sold 8,904 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $209K.
  • Core Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Core Wealth Partners's iShares US Treasury Bond ETF position peaked at $209K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Core Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.