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Mark Sheptoff Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-3,192
Closed -$72.7K – 437
2024
Q1 		$72.7K Hold
3,192
– – 0.04% 148
2023
Q4 		$73.5K Buy
+3,192
New +$71.1K 0.04% 135

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

Mark Sheptoff Financial Planning's GOVT Position: Q2 2024 in Review

Mark Sheptoff Financial Planning sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 3,192 shares — an estimated $72.7K sold.

Mark Sheptoff Financial Planning first reported a position in GOVT in Q4 2023 and held it in 2 quarters. The position peaked at $73.5K in Q4 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Mark Sheptoff Financial Planning reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,192 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $72.7K.
  • Mark Sheptoff Financial Planning first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's iShares US Treasury Bond ETF position peaked at $73.5K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2024, filed 12 Aug 2024.