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LA
LexAurum Advisors’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
LexAurum Advisors’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
-11,753
Closed
-$259K
–
304
2023
Q3
$259K
Sell
11,753
-31,077
-73%
-$700K
0.08%
235
2023
Q2
$981K
Buy
42,830
+924
+2%
+$21.4K
0.3%
73
2023
Q1
$980K
Buy
41,906
+15,522
+59%
+$359K
0.33%
66
2022
Q4
$599K
Sell
26,384
-27,841
-51%
-$633K
0.21%
103
2022
Q3
$1.23M
Buy
54,225
+12,445
+30%
+$295K
0.48%
45
2022
Q2
$999K
Sell
41,780
-796
-2%
-$19.2K
0.37%
56
2022
Q1
$1.06M
Buy
42,576
+919
+2%
+$23.5K
0.35%
61
2021
Q4
$1.11M
Sell
41,657
-13,875
-25%
-$367K
0.36%
55
2021
Q3
$1.47M
Sell
55,532
-23,340
-30%
-$625K
0.43%
62
2021
Q2
$2.1M
Buy
78,872
+7,652
+11%
+$202K
0.62%
39
2021
Q1
$1.86M
Buy
71,220
+23,792
+50%
+$636K
0.64%
42
2020
Q4
$1.29M
Buy
47,428
+16,718
+54%
+$461K
0.46%
57
2020
Q3
$858K
Buy
30,710
+21,012
+217%
+$589K
0.35%
67
2020
Q2
$271K
Sell
9,698
-3,258
-25%
-$91.1K
0.15%
155
2020
Q1
$363K
Sell
12,956
-156
-1%
-$4.19K
0.25%
87
2019
Q4
$340K
Buy
13,112
+1,126
+9%
+$29.4K
0.17%
138
2019
Q3
$316K
Buy
+11,986
New
+$313K
0.19%
132
Other funds holding GOVT
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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
$74.1B 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
AF
Allworth Financial
Folsom, California
$24.6B 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
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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