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

Peterson 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	$5.76K	Buy	+246	New	+$5.7K	0.02%	277

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Peterson Financial Group opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2024: 246 shares worth $5.76K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Peterson Financial Group held 246 shares of iShares US Treasury Bond ETF worth $5.76K as of Q3 2024.
iShares US Treasury Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares US Treasury Bond ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #277 holding.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.