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

Evermay 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
2024
Q1 		– Sell
-121
Closed -$2.79K – 660
2023
Q4 		$2.79K Buy
+121
New +$2.69K ﹤0.01% 504
2022
Q1 		– Sell
-239
Closed -$6K – 547
2021
Q4 		$6K Buy
+239
New +$6.33K ﹤0.01% 438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evermay Wealth Management's GOVT Position: Q1 2024 in Review

Evermay Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 121 shares — an estimated $2.79K sold.

Evermay Wealth Management first reported a position in GOVT in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 121 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $2.79K.
  • Evermay Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Evermay Wealth Management's iShares US Treasury Bond ETF position peaked at $6K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.