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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Insight Advisors's GOVT Position: Q1 2024 in Review

Insight Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 9,535 shares — an estimated $220K sold.

Insight Advisors first reported a position in GOVT in Q4 2020 and held it in 12 quarters. The position peaked at $1.84M in Q1 2021. 694 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Insight Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Insight Advisors sold 9,535 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $220K.
  • Insight Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Insight Advisors's iShares US Treasury Bond ETF position peaked at $1.84M in Q1 2021.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Insight Advisors's 13F filing for Q1 2024, filed 6 May 2024.