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IA
Insight Advisors’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Insight Advisors’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
Q1
–
Sell
-9,535
Closed
-$220K
–
305
2023
Q4
$220K
Sell
9,535
-101
-1%
-$2.25K
0.05%
260
2023
Q3
$212K
Buy
9,636
+101
+1%
+$2.27K
0.05%
256
2023
Q2
$218K
Hold
9,535
–
–
0.05%
260
2023
Q1
$223K
Buy
+9,535
New
+$220K
0.05%
277
2022
Q4
–
Sell
-9,010
Closed
-$205K
–
323
2022
Q3
$205K
Sell
9,010
-2,374
-21%
-$56.2K
0.08%
263
2022
Q2
$276K
Sell
11,384
-12,284
-52%
-$296K
0.09%
239
2022
Q1
$590K
Sell
23,668
-10,459
-31%
-$268K
0.18%
145
2021
Q4
$911K
Sell
34,127
-53
-0.2%
-$1.4K
0.27%
96
2021
Q3
$906K
Sell
34,180
-14,932
-30%
-$400K
0.27%
103
2021
Q2
$1.32M
Sell
49,112
-20,736
-30%
-$547K
0.42%
60
2021
Q1
$1.84M
Buy
69,848
+7,392
+12%
+$198K
0.58%
43
2020
Q4
$1.7M
Buy
+62,456
New
+$1.72M
0.64%
43
Other funds holding GOVT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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