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Jaffetilchin Investment Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Jaffetilchin Investment Partners’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
-2,258
Closed -$53K – 741
2024
Q3 		$53K Buy
+2,258
New +$52.3K ﹤0.01% 571
2020
Q4 		– Sell
-7,291
Closed -$204K – 285
2020
Q3 		$204K Sell
7,291
-4,623
-39% -$130K 0.04% 213
2020
Q2 		$333K Sell
11,914
-29,634
-71% -$829K 0.07% 163
2020
Q1 		$1.16M Buy
41,548
+15,830
+62% +$425K 0.41% 37
2019
Q4 		$667K Buy
25,718
+10,566
+70% +$276K 0.14% 102
2019
Q3 		$399K Buy
+15,152
New +$396K 0.1% 141

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's GOVT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 2,258 shares — an estimated $53K sold.

Jaffetilchin Investment Partners first reported a position in GOVT in Q3 2019 and held it in 6 quarters. The position peaked at $1.16M in Q1 2020. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,258 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $53K.
  • Jaffetilchin Investment Partners first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
  • Jaffetilchin Investment Partners's iShares US Treasury Bond ETF position peaked at $1.16M in Q1 2020.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.