McIlrath & Eck’s iShares US Treasury Bond ETF GOVT Stock Holding History

McIlrath & Eck’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	-167	Closed	-$3.68K	–	933
2023 Q3	$3.68K	Sell	167 -164,090	-100%	-$3.69M	﹤0.01%	711
2023 Q2	$3.76M	Buy	+164,257	New	+$3.81M	0.79%	19
2023 Q1	–	Sell	-306,029	Closed	-$6.95M	–	943
2022 Q4	$6.95M	Buy	306,029 +67,563	+28%	+$1.54M	1.79%	13
2022 Q3	$5.43M	Buy	+238,466	New	+$5.65M	1.49%	15
2020 Q4	–	Sell	-590	Closed	-$16K	–	692
2020 Q3	$16K	Hold	590	–	–	0.01%	298
2020 Q2	$17K	Hold	590	–	–	0.01%	271
2020 Q1	$17K	Hold	590	–	–	0.01%	212
2019 Q4	$15K	Hold	590	–	–	0.01%	285
2019 Q3	$16K	Hold	590	–	–	0.01%	254
2019 Q2	$15K	Hold	590	–	–	0.01%	249
2019 Q1	$15K	Hold	590	–	–	0.01%	249
2018 Q4	$15K	Buy	+590	New	+$14.3K	0.01%	226

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 $374B AUM 17.66% 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 $173B AUM 20.72% 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

McIlrath & Eck's GOVT Position: Q4 2023 in Review

McIlrath & Eck sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 167 shares — an estimated $3.68K sold.

McIlrath & Eck first reported a position in GOVT in Q4 2018 and held it in 12 quarters. The position peaked at $6.95M in Q4 2022. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

McIlrath & Eck reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
McIlrath & Eck sold 167 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $3.68K.
McIlrath & Eck first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
McIlrath & Eck's iShares US Treasury Bond ETF position peaked at $6.95M in Q4 2022.
709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.