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

HBC 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
-65
Closed -$1K – 164
2024
Q1 		$1K Hold
65
– – ﹤0.01% 150
2023
Q4 		$1K Hold
65
– – ﹤0.01% 150
2023
Q3 		$1K Hold
65
– – ﹤0.01% 158
2023
Q2 		$1K Buy
+65
New +$1.51K ﹤0.01% 151

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 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 $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $751B AUM 38.74% 1-Year Est. Return

HBC Financial Services's GOVT Position: Q2 2024 in Review

HBC Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 65 shares — an estimated $1K sold.

HBC Financial Services first reported a position in GOVT in Q2 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 693 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • HBC Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 65 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $1K.
  • HBC Financial Services first reported a position in iShares US Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • HBC Financial Services's iShares US Treasury Bond ETF position peaked at $1K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.