Rede Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rede Wealth’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 Q2	–	Sell	-70,880	Closed	-$1.61M	–	99
2024 Q1	$1.61M	Buy	70,880 +15,943	+29%	+$362K	0.68%	17
2023 Q4	$1.27M	Buy	+54,937	New	+$1.22M	0.6%	23
2022 Q4	–	Sell	-12,844	Closed	-$292K	–	91
2022 Q3	$292K	Hold	12,844	–	–	0.17%	74
2022 Q2	$307K	Sell	12,844 -346	-3%	-$8.32K	0.18%	76
2022 Q1	$329K	Hold	13,190	–	–	0.15%	77
2021 Q4	$352K	Hold	13,190	–	–	0.18%	76
2021 Q3	$350K	Hold	13,190	–	–	0.19%	78
2021 Q2	$351K	Sell	13,190 -4,638	-26%	-$122K	0.19%	78
2021 Q1	$467K	Sell	17,828 -310	-2%	-$8.28K	0.27%	52
2020 Q4	$494K	Buy	+18,138	New	+$500K	0.34%	38

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rede Wealth's GOVT Position: Q2 2024 in Review

Rede Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 70,880 shares — an estimated $1.61M sold.

Rede Wealth first reported a position in GOVT in Q4 2020 and held it in 10 quarters. The position peaked at $1.61M in Q1 2024. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

Rede Wealth reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Rede Wealth sold 70,880 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $1.61M.
Rede Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Rede Wealth's iShares US Treasury Bond ETF position peaked at $1.61M in Q1 2024.
694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Rede Wealth's 13F filing for Q2 2024, filed 5 Aug 2024.