First Personal Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

First Personal Financial Services’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	$704	Hold	30	–	–	﹤0.01%	375
2024 Q2	$678	Hold	30	–	–	﹤0.01%	344
2024 Q1	$684	Hold	30	–	–	﹤0.01%	348
2023 Q4	$692	Hold	30	–	–	﹤0.01%	367
2023 Q3	$662	Hold	30	–	–	﹤0.01%	375
2023 Q2	$687	Sell	30 -1,323	-98%	-$30.7K	﹤0.01%	369
2023 Q1	$31.6K	Buy	+1,353	New	+$31.2K	0.01%	246

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

First Personal Financial Services's GOVT Position: Q3 2024 in Review

First Personal Financial Services held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2024 at 30 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #375.

First Personal Financial Services first reported a position in GOVT in Q1 2023 and has held it in 7 quarters since. The position peaked at $31.6K in Q1 2023. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

First Personal Financial Services held 30 shares of iShares US Treasury Bond ETF worth $704 as of Q3 2024.
First Personal Financial Services left its iShares US Treasury Bond ETF share count unchanged in Q3 2024.
iShares US Treasury Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #375 holding.
First Personal Financial Services first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
First Personal Financial Services's iShares US Treasury Bond ETF position peaked at $31.6K in Q1 2023.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.