Institutional & Family Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-264	Closed	-$6.08K	–	750
2023 Q4	$6.08K	Buy	+264	New	+$5.88K	﹤0.01%	455
2023 Q3	–	Sell	-39	Closed	-$893	–	735
2023 Q2	$893	Buy	+39	New	+$905	﹤0.01%	639
2022 Q2	–	Sell	-726	Closed	-$18K	–	748
2022 Q1	$18K	Buy	726 +455	+168%	+$11.7K	﹤0.01%	367
2021 Q4	$7K	Hold	271	–	–	﹤0.01%	499
2021 Q3	$7K	Buy	+271	New	+$7.26K	﹤0.01%	608
2020 Q3	–	Sell	-117	Closed	-$3K	–	859
2020 Q2	$3K	Buy	+117	New	+$3.27K	﹤0.01%	639

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

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

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

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

Allworth Financial Folsom, California $24.7B 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

Institutional & Family Asset Management's GOVT Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 264 shares — an estimated $6.08K sold.

Institutional & Family Asset Management first reported a position in GOVT in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

Institutional & Family Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 264 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $6.08K.
Institutional & Family Asset Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Institutional & Family Asset Management's iShares US Treasury Bond ETF position peaked at $18K in Q1 2022.
693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.