Loring Wolcott & Coolidge Fiduciary Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-174	Closed	-$3.82K	–	571
2023 Q3	$3.82K	Buy	+174	New	+$3.92K	﹤0.01%	567
2020 Q1	–	Sell	-225	Closed	-$6K	–	673
2019 Q4	$6K	Hold	225	–	–	﹤0.01%	601
2019 Q3	$6K	Hold	225	–	–	﹤0.01%	599
2019 Q2	$6K	Hold	225	–	–	﹤0.01%	593
2019 Q1	$6K	Buy	+225	New	+$5.59K	﹤0.01%	583

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 $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Loring Wolcott & Coolidge Fiduciary Advisors's GOVT Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 174 shares — an estimated $3.82K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GOVT in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 174 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $3.82K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares US Treasury Bond ETF position peaked at $6K in Q4 2019.
709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.