Endurance Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Endurance Wealth Management’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
2023 Q2	$30K	Hold	1,300	–	–	﹤0.01%	391
2023 Q1	$30K	Hold	1,300	–	–	﹤0.01%	399
2022 Q4	$30K	Hold	1,300	–	–	﹤0.01%	374
2022 Q3	$30K	Hold	1,300	–	–	0.01%	376
2022 Q2	$31K	Hold	1,300	–	–	﹤0.01%	372
2022 Q1	$32K	Hold	1,300	–	–	﹤0.01%	398
2021 Q4	$35K	Buy	+1,300	New	+$34.4K	﹤0.01%	390

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Endurance Wealth Management's GOVT Position: Q2 2023 in Review

Endurance Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2023 at 1,300 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Endurance Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 7 quarters since. The position peaked at $35K in Q4 2021. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Endurance Wealth Management held 1,300 shares of iShares US Treasury Bond ETF worth $30K as of Q2 2023.
Endurance Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q2 2023.
iShares US Treasury Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #391 holding.
Endurance Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Endurance Wealth Management's iShares US Treasury Bond ETF position peaked at $35K in Q4 2021.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.