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

Retirement 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 Q1	$10.5K	Hold	463	–	–	﹤0.01%	464
2023 Q4	$10.7K	Hold	463	–	–	﹤0.01%	435
2023 Q3	$10.2K	Hold	463	–	–	﹤0.01%	408
2023 Q2	$10.6K	Hold	463	–	–	﹤0.01%	400
2023 Q1	$11K	Hold	463	–	–	0.01%	385
2022 Q4	$11K	Buy	+463	New	+$10.5K	0.01%	342
2022 Q2	–	Sell	-76	Closed	-$2K	–	770
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	624
2021 Q4	$2K	Hold	76	–	–	﹤0.01%	609
2021 Q3	$2K	Sell	76 -64	-46%	-$1.71K	﹤0.01%	519
2021 Q2	$4K	Buy	140 +64	+84%	+$1.69K	﹤0.01%	516
2021 Q1	$2K	Hold	76	–	–	﹤0.01%	632
2020 Q4	$2K	Buy	+76	New	+$2.1K	﹤0.01%	576

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Group's GOVT Position: Q1 2024 in Review

Retirement Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2024 at 463 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Retirement Group first reported a position in GOVT in Q4 2020 and has held it in 12 quarters since. The position peaked at $11K in Q1 2023. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

Retirement Group held 463 shares of iShares US Treasury Bond ETF worth $10.5K as of Q1 2024.
Retirement Group left its iShares US Treasury Bond ETF share count unchanged in Q1 2024.
iShares US Treasury Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #464 holding.
Retirement Group first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 12 quarters since.
Retirement Group's iShares US Treasury Bond ETF position peaked at $11K in Q1 2023.
693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.