HIIFS
GOVT icon

Harel Insurance Investments & Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Harel Insurance Investments & 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
Q2 		– Sell
-6,343
Closed -$144K – 557
2024
Q1 		$144K Sell
6,343
-10,693
-63% -$243K ﹤0.01% 271
2023
Q4 		$393K Buy
17,036
+5,236
+44% +$117K 0.01% 217
2023
Q3 		$260K Hold
11,800
– – 0.01% 261
2023
Q2 		$270K Buy
11,800
+6,700
+131% +$155K 0.01% 278
2023
Q1 		$119K Hold
5,100
– – ﹤0.01% 386
2022
Q4 		$116K Buy
+5,100
New +$116K ﹤0.01% 339

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
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

Harel Insurance Investments & Financial Services's GOVT Position: Q2 2024 in Review

Harel Insurance Investments & Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 6,343 shares — an estimated $144K sold.

Harel Insurance Investments & Financial Services first reported a position in GOVT in Q4 2022 and held it in 6 quarters. The position peaked at $393K in Q4 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 6,343 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $144K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's iShares US Treasury Bond ETF position peaked at $393K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.