FT
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Fiduciary Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fiduciary Trust’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
Q4 		– Sell
-11,255
Closed -$248K – 629
2023
Q3 		$248K Sell
11,255
-7,340
-39% -$165K ﹤0.01% 560
2023
Q2 		$426K Buy
18,595
+9,618
+107% +$223K 0.01% 477
2023
Q1 		$210K Sell
8,977
-20,947
-70% -$484K ﹤0.01% 591
2022
Q4 		$680K Sell
29,924
-30,588
-51% -$695K 0.01% 406
2022
Q3 		$1.38M Sell
60,512
-2,481
-4% -$58.8K 0.03% 275
2022
Q2 		$1.51M Buy
62,993
+37,819
+150% +$910K 0.03% 271
2022
Q1 		$627K Hold
25,174
– – 0.01% 431
2021
Q4 		$672K Hold
25,174
– – 0.01% 420
2021
Q3 		$668K Hold
25,174
– – 0.01% 413
2021
Q2 		$670K Buy
+25,174
New +$664K 0.01% 413

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return