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

Daymark 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
Q3 		– Sell
-9,298
Closed -$210K – 519
2024
Q2 		$210K Hold
9,298
– – 0.01% 474
2024
Q1 		$212K Buy
+9,298
New +$211K 0.01% 406

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daymark Wealth Partners's GOVT Position: Q3 2024 in Review

Daymark Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 9,298 shares — an estimated $210K sold.

Daymark Wealth Partners first reported a position in GOVT in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Daymark Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 9,298 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $210K.
  • Daymark Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's iShares US Treasury Bond ETF position peaked at $212K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Daymark Wealth Partners's 13F filing for Q3 2024, filed 8 Oct 2024.