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GOVT icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return