Family Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Family Asset 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 Q3	$42.6K	Sell	1,817 -86	-5%	-$1.99K	0.03%	145
2024 Q2	$43K	Buy	1,903 +1,291	+211%	+$28.9K	0.03%	146
2024 Q1	$13.9K	Sell	612 -10	-2%	-$227	0.01%	154
2023 Q4	$14.3K	Sell	622 -1,433	-70%	-$31.9K	0.01%	153
2023 Q3	$45.3K	Sell	2,055 -10,432	-84%	-$235K	0.03%	129
2023 Q2	$286K	Sell	12,487 -40,204	-76%	-$933K	0.19%	83
2023 Q1	$1.23M	Buy	52,691 +38,834	+280%	+$897K	0.9%	31
2022 Q4	$315K	Buy	+13,857	New	+$315K	0.26%	66

Other funds holding GOVT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Family Asset Management's GOVT Position: Q3 2024 in Review

Family Asset Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.5% in Q3 2024, selling an estimated $1.99K and leaving 1,817 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #145.

Family Asset Management first reported a position in GOVT in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2023. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Family Asset Management held 1,817 shares of iShares US Treasury Bond ETF worth $42.6K as of Q3 2024.
Family Asset Management sold 86 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $1.99K.
iShares US Treasury Bond ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #145 holding.
Family Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares US Treasury Bond ETF position peaked at $1.23M in Q1 2023.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.