Keystone Wealth Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Keystone Wealth Services’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
2023 Q4	–	Sell	-22,378	Closed	-$493K	–	220
2023 Q3	$493K	Sell	22,378 -111,718	-83%	-$2.51M	0.19%	116
2023 Q2	$3.07M	Buy	134,096 +90,335	+206%	+$2.1M	1.15%	19
2023 Q1	$1.02M	Sell	43,761 -67,318	-61%	-$1.55M	0.42%	57
2022 Q4	$2.52M	Sell	111,079 -151,941	-58%	-$3.45M	1.1%	22
2022 Q3	$5.99M	Buy	263,020 +69,033	+36%	+$1.64M	2.83%	8
2022 Q2	$4.64M	Sell	193,987 -10,735	-5%	-$258K	2.07%	12
2022 Q1	$5.1M	Buy	204,722 +11,082	+6%	+$284K	2.02%	12
2021 Q4	$5.17M	Buy	+193,640	New	+$5.13M	2.1%	10

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keystone Wealth Services's GOVT Position: Q4 2023 in Review

Keystone Wealth Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 22,378 shares — an estimated $493K sold.

Keystone Wealth Services first reported a position in GOVT in Q4 2021 and held it in 8 quarters. The position peaked at $5.99M in Q3 2022. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

Keystone Wealth Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Keystone Wealth Services sold 22,378 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $493K.
Keystone Wealth Services first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Keystone Wealth Services's iShares US Treasury Bond ETF position peaked at $5.99M in Q3 2022.
709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Keystone Wealth Services's 13F filing for Q4 2023, filed 17 Jan 2024.