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

Regimen 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
2023
Q4 		– Sell
-11,278
Closed -$249K – 65
2023
Q3 		$249K Sell
11,278
-61,549
-85% -$1.39M 0.1% 53
2023
Q2 		$1.67M Buy
72,827
+61,723
+556% +$1.43M 0.69% 23
2023
Q1 		$309K Sell
11,104
-24,483
-69% -$565K 0.13% 44
2022
Q4 		$808K Buy
+35,587
New +$809K 0.54% 25

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regimen Wealth's GOVT Position: Q4 2023 in Review

Regimen Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 11,278 shares — an estimated $249K sold.

Regimen Wealth first reported a position in GOVT in Q4 2022 and held it in 4 quarters. The position peaked at $1.67M in Q2 2023. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Regimen Wealth reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Regimen Wealth sold 11,278 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $249K.
  • Regimen Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Regimen Wealth's iShares US Treasury Bond ETF position peaked at $1.67M in Q2 2023.
  • 710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Regimen Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.