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Jamison Private Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Jamison Private 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
Q4 		– Sell
-982
Closed -$23K – 308
2024
Q3 		$23K Hold
982
– – ﹤0.01% 296
2024
Q2 		$22.2K Sell
982
-19,393
-95% -$435K ﹤0.01% 291
2024
Q1 		$464K Buy
+20,375
New +$463K 0.08% 135

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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jamison Private Wealth Management's GOVT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 982 shares — an estimated $23K sold.

Jamison Private Wealth Management first reported a position in GOVT in Q1 2024 and held it in 3 quarters. The position peaked at $464K in Q1 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 982 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $23K.
  • Jamison Private Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's iShares US Treasury Bond ETF position peaked at $464K in Q1 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.