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Criterion Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Criterion Capital Advisors’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 		$31.7K Hold
1,405
– – 0.02% 174
2024
Q3 		$31.7K Hold
1,405
– – 0.02% 174
2024
Q2 		$31.7K Buy
+1,405
New +$31.5K 0.02% 174
2024
Q1 		– Sell
-1,379
Closed -$31.8K – 362
2023
Q4 		$31.8K Buy
+1,379
New +$30.7K 0.02% 183

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Criterion Capital Advisors's GOVT Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2024 at 1,405 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #174.

Criterion Capital Advisors first reported a position in GOVT in Q4 2023 and has held it in 4 quarters since. The position peaked at $31.8K in Q4 2023. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Criterion Capital Advisors held 1,405 shares of iShares US Treasury Bond ETF worth $31.7K as of Q4 2024.
  • Criterion Capital Advisors left its iShares US Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares US Treasury Bond ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #174 holding.
  • Criterion Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Criterion Capital Advisors's iShares US Treasury Bond ETF position peaked at $31.8K in Q4 2023.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.