Householder Group Estate & Retirement Specialist’s iShares US Treasury Bond ETF GOVT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-4,565	Closed	-$107K	–	797
2024 Q3	$107K	Buy	4,565 +30	+0.7%	+$695	0.03%	343
2024 Q2	$102K	Sell	4,535 -513	-10%	-$11.5K	0.03%	346
2024 Q1	$115K	Buy	5,048 +82	+2%	+$1.86K	0.03%	323
2023 Q4	$114K	Sell	4,966 -10	-0.2%	-$223	0.04%	310
2023 Q3	$110K	Buy	+4,976	New	+$112K	0.04%	300
2023 Q1	$129K	Buy	+5,506	New	+$127K	0.05%	251
2022 Q4	–	Sell	-5,942	Closed	-$135K	–	621
2022 Q3	$135K	Buy	+5,942	New	+$141K	0.06%	219

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GOVT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 4,565 shares — an estimated $107K sold.

Householder Group Estate & Retirement Specialist first reported a position in GOVT in Q3 2022 and held it in 7 quarters. The position peaked at $135K in Q3 2022. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,565 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $107K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares US Treasury Bond ETF position peaked at $135K in Q3 2022.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.