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Global Financial Private Client’s iShares US Treasury Bond ETF GOVT Stock Holding History

Global Financial Private Client’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
Q3 		– Sell
-10,230
Closed -$233K – 689
2023
Q2 		$233K Sell
10,230
-381
-4% -$8.84K 0.11% 160
2023
Q1 		$248K Sell
10,611
-7,210
-40% -$167K 0.13% 140
2022
Q4 		$405K Sell
17,821
-54,241
-75% -$1.23M 0.23% 96
2022
Q3 		$1.65M Buy
72,062
+7,718
+12% +$183K 0.95% 23
2022
Q2 		$1.55M Sell
64,344
-7,847
-11% -$189K 0.87% 28
2022
Q1 		$1.79M Buy
72,191
+12,121
+20% +$310K 0.87% 27
2021
Q4 		$1.6M Buy
60,070
+633
+1% +$16.8K 0.77% 29
2021
Q3 		$1.58M Buy
59,437
+8,148
+16% +$218K 0.81% 28
2021
Q2 		$1.36M Buy
51,289
+18,564
+57% +$490K 0.76% 30
2021
Q1 		$859K Buy
32,725
+26,723
+445% +$714K 0.62% 36
2020
Q4 		$163K Buy
+6,002
New +$166K 0.13% 116
2020
Q1 		– Sell
-1,870
Closed -$48.5K – 535
2019
Q4 		$48.5K Buy
+1,870
New +$48.8K 0.04% 244

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Global Financial Private Client's GOVT Position: Q3 2023 in Review

Global Financial Private Client sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 10,230 shares — an estimated $233K sold.

Global Financial Private Client first reported a position in GOVT in Q4 2019 and held it in 12 quarters. The position peaked at $1.79M in Q1 2022. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Global Financial Private Client reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Global Financial Private Client sold 10,230 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $233K.
  • Global Financial Private Client first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
  • Global Financial Private Client's iShares US Treasury Bond ETF position peaked at $1.79M in Q1 2022.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Global Financial Private Client's 13F filing for Q3 2023, filed 16 May 2024.