LF
GOVT icon

Lee Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lee Financial’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
-255
Closed -$5.88K – 434
2023
Q4 		$5.88K Buy
+255
New +$5.68K ﹤0.01% 514

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Financial's GOVT Position: Q1 2024 in Review

Lee Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 255 shares — an estimated $5.88K sold.

Lee Financial first reported a position in GOVT in Q4 2023 and held it in 1 quarter. The position peaked at $5.88K in Q4 2023. 695 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Lee Financial reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 255 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $5.88K.
  • Lee Financial first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Lee Financial's iShares US Treasury Bond ETF position peaked at $5.88K in Q4 2023.
  • 695 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.