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Global Wealth Management Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-52
Closed -$1.2K – 263
2023
Q4 		$1.2K Hold
52
– – ﹤0.01% 426
2023
Q3 		$1.15K Hold
52
– – ﹤0.01% 418
2023
Q2 		$1.19K Buy
+52
New +$1.21K ﹤0.01% 416
2021
Q4 		– Sell
-15
Closed – – 475
2021
Q3 		$0 Buy
+15
New +$402 ﹤0.01% 476
2021
Q2 		– Sell
-2,678
Closed -$70K – 459
2021
Q1 		$70K Buy
2,678
+2,657
+12,652% +$71K 0.03% 179
2020
Q4 		$1K Hold
21
– – ﹤0.01% 428
2020
Q3 		$1K Hold
21
– – ﹤0.01% 413
2020
Q2 		$1K Sell
21
-85
-80% -$2.38K ﹤0.01% 556
2020
Q1 		$3K Sell
106
-70
-40% -$1.88K ﹤0.01% 469
2019
Q4 		$5K Sell
176
-96
-35% -$2.51K ﹤0.01% 430
2019
Q3 		$7K Sell
272
-464
-63% -$12.1K ﹤0.01% 368
2019
Q2 		$19K Buy
+736
New +$18.6K 0.01% 278

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Wealth Management Investment Advisory's GOVT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 52 shares — an estimated $1.2K sold.

Global Wealth Management Investment Advisory first reported a position in GOVT in Q2 2019 and held it in 12 quarters. The position peaked at $70K in Q1 2021. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 52 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $1.2K.
  • Global Wealth Management Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 12 quarters.
  • Global Wealth Management Investment Advisory's iShares US Treasury Bond ETF position peaked at $70K in Q1 2021.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.