FSA
GOVT icon

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 0.16% 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
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