Planning Capital Management Corporation’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-200
Closed -$4.55K 736
2024
Q1
$4.55K Hold
200
﹤0.01% 488
2023
Q4
$4.61K Buy
+200
New +$4.45K ﹤0.01% 494

Other funds holding GOVT

Planning Capital Management Corporation's GOVT Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 200 shares — an estimated $4.55K sold.

Planning Capital Management Corporation first reported a position in GOVT in Q4 2023 and held it in 2 quarters. The position peaked at $4.61K in Q4 2023. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 200 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $4.55K.
  • Planning Capital Management Corporation first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's iShares US Treasury Bond ETF position peaked at $4.61K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.