Future Financial Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Future Financial Wealth 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 Q2	–	Sell	-3,532	Closed	-$80.4K	–	244
2024 Q1	$80.4K	Buy	+3,532	New	+$80.3K	0.06%	201
2022 Q2	–	Sell	-535	Closed	-$13K	–	257
2022 Q1	$13K	Hold	535	–	–	0.01%	408
2021 Q4	$14K	Buy	+535	New	+$14.2K	0.01%	400

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Future Financial Wealth Management's GOVT Position: Q2 2024 in Review

Future Financial Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 3,532 shares — an estimated $80.4K sold.

Future Financial Wealth Management first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $80.4K in Q1 2024. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

Future Financial Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 3,532 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $80.4K.
Future Financial Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Future Financial Wealth Management's iShares US Treasury Bond ETF position peaked at $80.4K in Q1 2024.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.