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

Edgestream 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
-10,139
Closed -$238K – 944
2024
Q3 		$238K Buy
+10,139
New +$235K 0.01% 789

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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
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

Edgestream Partners's GOVT Position: Q4 2024 in Review

Edgestream Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 10,139 shares — an estimated $238K sold.

Edgestream Partners first reported a position in GOVT in Q3 2024 and held it in 1 quarter. The position peaked at $238K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Edgestream Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 10,139 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $238K.
  • Edgestream Partners first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Edgestream Partners's iShares US Treasury Bond ETF position peaked at $238K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.