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Heritage Wealth Management (Arizona)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Heritage Wealth Management (Arizona)’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 		$628K Sell
27,820
-6,310
-18% -$141K 0.35% 69
2024
Q1 		$777K Sell
34,130
-197
-0.6% -$4.48K 0.4% 56
2023
Q4 		$791K Buy
+34,327
New +$764K 0.43% 53
2022
Q4 		$2.77M Buy
121,934
+58,960
+94% +$1.34M 0.4% 45
2022
Q3 		$1.43M Sell
62,974
-12,061
-16% -$286K 0.46% 43
2022
Q2 		$1.79M Sell
75,035
-3,348
-4% -$80.6K 0.6% 35
2022
Q1 		$1.95M Buy
+78,383
New +$2.01M 0.53% 40
2021
Q3 		$2.52M Sell
95,080
-27,455
-22% -$735K 0.9% 18
2021
Q2 		$3.26M Sell
122,535
-31,933
-21% -$843K 1.24% 15
2021
Q1 		$4.05M Buy
+154,468
New +$4.13M 2.28% 5

Other funds holding GOVT

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LPL Financial
LPL Financial San Diego, California $376B 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 $74.1B AUM 21.09% 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 $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return