Financial Sense Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Sense Advisors’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	-9,090	Closed	-$200K	–	115
2023 Q3	$200K	Sell	9,090 -6,131	-40%	-$138K	0.09%	94
2023 Q2	$349K	Sell	15,221 -144	-0.9%	-$3.34K	0.15%	79
2023 Q1	$359K	Hold	15,365	–	–	0.16%	78
2022 Q4	$349K	Hold	15,365	–	–	0.14%	81
2022 Q3	$350K	Buy	+15,365	New	+$364K	0.15%	66
2022 Q1	–	Sell	-11,710	Closed	-$312K	–	99
2021 Q4	$312K	Sell	11,710 -900	-7%	-$23.8K	0.11%	87
2021 Q3	$335K	Buy	12,610 +300	+2%	+$8.04K	0.11%	81
2021 Q2	$327K	Buy	+12,310	New	+$325K	0.1%	89

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Sense Advisors's GOVT Position: Q4 2023 in Review

Financial Sense Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 9,090 shares — an estimated $200K sold.

Financial Sense Advisors first reported a position in GOVT in Q2 2021 and held it in 8 quarters. The position peaked at $359K in Q1 2023. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

Financial Sense Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Sense Advisors sold 9,090 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $200K.
Financial Sense Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2021 and held it in 8 quarters.
Financial Sense Advisors's iShares US Treasury Bond ETF position peaked at $359K in Q1 2023.
710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Financial Sense Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.