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

Janiczek 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
Q2 		– Sell
-3,923
Closed -$89.3K – 1103
2024
Q1 		$89.3K Hold
3,923
– – 0.02% 317
2023
Q4 		$90.4K Sell
3,923
-33
-0.8% -$735 0.02% 283
2023
Q3 		$87.2K Buy
+3,956
New +$89.1K 0.02% 267
2021
Q4 		– Sell
-539
Closed -$14K – 1044
2021
Q3 		$14K Buy
+539
New +$14.4K 0.01% 511

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janiczek Wealth Management's GOVT Position: Q2 2024 in Review

Janiczek Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 3,923 shares — an estimated $89.3K sold.

Janiczek Wealth Management first reported a position in GOVT in Q3 2021 and held it in 4 quarters. The position peaked at $90.4K in Q4 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Janiczek Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 3,923 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $89.3K.
  • Janiczek Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 4 quarters.
  • Janiczek Wealth Management's iShares US Treasury Bond ETF position peaked at $90.4K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.