ICA Group Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

ICA Group Wealth Management’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	$110K	Sell	4,894 -53,853	-92%	-$1.21M	0.07%	160
2024 Q1	$1.34M	Buy	58,747 +57,518	+4,680%	+$1.31M	0.27%	74
2023 Q4	$28.3K	Buy	+1,229	New	+$27.4K	0.01%	637
2023 Q3	–	Sell	-9,156	Closed	-$210K	–	620
2023 Q2	$210K	Buy	9,156 +6,832	+294%	+$158K	0.05%	222
2023 Q1	$54.3K	Sell	2,324 -8,298	-78%	-$192K	0.01%	471
2022 Q4	$242K	Sell	10,622 -2,182	-17%	-$49.6K	0.06%	237
2022 Q3	$291K	Buy	12,804 +402	+3%	+$9.52K	0.06%	265
2022 Q2	$295K	Buy	12,402 +1,110	+10%	+$26.7K	0.06%	287
2022 Q1	$269K	Buy	+11,292	New	+$289K	0.05%	302

Other funds holding GOVT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ICA Group Wealth Management's GOVT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 92% in Q2 2024, selling an estimated $1.21M and leaving 4,894 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #160.

ICA Group Wealth Management first reported a position in GOVT in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2024. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

ICA Group Wealth Management held 4,894 shares of iShares US Treasury Bond ETF worth $110K as of Q2 2024.
ICA Group Wealth Management sold 53,853 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $1.21M.
iShares US Treasury Bond ETF made up 0.07% of ICA Group Wealth Management's portfolio in Q2 2024, its #160 holding.
ICA Group Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's iShares US Treasury Bond ETF position peaked at $1.34M in Q1 2024.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.