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Halpern Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Halpern Financial’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 		$1.38K Buy
+59
New +$1.37K ﹤0.01% 210
2024
Q1 		– Sell
-13
Closed -$299 – 230
2023
Q4 		$299 Buy
+13
New +$289 ﹤0.01% 242
2020
Q2 		– Sell
-186
Closed -$5.21K – 181
2020
Q1 		$5.21K Buy
+186
New +$4.99K ﹤0.01% 116

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Halpern Financial's GOVT Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2024: 59 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Halpern Financial previously reported a position in GOVT as recently as Q4 2023.

Halpern Financial first reported a position in GOVT in Q1 2020 and has held it in 3 quarters since. The position peaked at $5.21K in Q1 2020. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Halpern Financial held 59 shares of iShares US Treasury Bond ETF worth $1.38K as of Q3 2024.
  • iShares US Treasury Bond ETF was a new Halpern Financial position in Q3 2024.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #210 holding.
  • Halpern Financial first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Halpern Financial's iShares US Treasury Bond ETF position peaked at $5.21K in Q1 2020.
  • 720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.