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Parisi Gray Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Parisi Gray Wealth 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
2021
Q3 		– Sell
-188
Closed -$5K – 296
2021
Q2 		$5K Buy
+188
New +$4.96K ﹤0.01% 512
2018
Q4 		– Sell
-138
Closed -$3K – 587
2018
Q3 		$3K Hold
138
– – ﹤0.01% 522
2018
Q2 		$3K Hold
138
– – ﹤0.01% 532
2018
Q1 		$3K Sell
138
-206
-60% -$5.08K ﹤0.01% 544
2017
Q4 		$9K Buy
+344
New +$8.65K 0.01% 467

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Truist Financial
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UCFA
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LPL Financial
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Morgan Stanley
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JPG
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BlackRock
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return