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Naples Money Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Naples Money Management’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
Q3 		– Sell
-20
Closed -$448 – 405
2024
Q2 		$448 Hold
20
– – ﹤0.01% 376
2024
Q1 		$455 Hold
20
– – ﹤0.01% 379
2023
Q4 		$461 Buy
+20
New +$445 ﹤0.01% 393

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Naples Money Management's GOVT Position: Q3 2024 in Review

Naples Money Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 20 shares — an estimated $448 sold.

Naples Money Management first reported a position in GOVT in Q4 2023 and held it in 3 quarters. The position peaked at $461 in Q4 2023. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Naples Money Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 20 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $448.
  • Naples Money Management first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's iShares US Treasury Bond ETF position peaked at $461 in Q4 2023.
  • 720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.