Loomis, Sayles & Company
GOVT icon

Loomis, Sayles & Company’s iShares US Treasury Bond ETF GOVT Stock Holding History

Loomis, Sayles & Company’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
-2,720
Closed -$63K – 807
2023
Q4 		$63K Buy
+2,720
New +$60.5K ﹤0.01% 584
2023
Q1 		– Sell
-233
Closed -$5K – 997
2022
Q4 		$5K Buy
+233
New +$5.3K ﹤0.01% 797
2022
Q1 		– Sell
-4,027
Closed -$107K – 1021
2021
Q4 		$107K Buy
+4,027
New +$107K ﹤0.01% 601

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Loomis, Sayles & Company's GOVT Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 2,720 shares — an estimated $63K sold.

Loomis, Sayles & Company first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $107K in Q4 2021. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 2,720 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $63K.
  • Loomis, Sayles & Company first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Loomis, Sayles & Company's iShares US Treasury Bond ETF position peaked at $107K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.