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Oxford Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Oxford Financial Group’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
-200
Closed -$4.51K – 309
2024
Q2 		$4.51K Sell
200
-107
-35% -$2.4K ﹤0.01% 316
2024
Q1 		$6.99K Sell
307
-166
-35% -$3.77K ﹤0.01% 271
2023
Q4 		$10.9K Buy
+473
New +$10.5K ﹤0.01% 286

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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 $23.6B AUM 20.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Oxford Financial Group's GOVT Position: Q3 2024 in Review

Oxford Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 200 shares — an estimated $4.51K sold.

Oxford Financial Group first reported a position in GOVT in Q4 2023 and held it in 3 quarters. The position peaked at $10.9K in Q4 2023. 722 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Oxford Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 200 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $4.51K.
  • Oxford Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Oxford Financial Group's iShares US Treasury Bond ETF position peaked at $10.9K in Q4 2023.
  • 722 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.