RIM
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Rockbridge Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rockbridge Investment Management’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 		– Sell
-824
Closed -$19K – 325
2023
Q4 		$19K Buy
+824
New +$18.3K ﹤0.01% 331
2022
Q3 		– Sell
-122
Closed -$2.92K – 302
2022
Q2 		$2.92K Hold
122
– – ﹤0.01% 511
2022
Q1 		$3.03K Hold
122
– – ﹤0.01% 674
2021
Q4 		$3K Hold
122
– – ﹤0.01% 700
2021
Q3 		$3K Hold
122
– – ﹤0.01% 645
2021
Q2 		$3K Hold
122
– – ﹤0.01% 644
2021
Q1 		$3K Hold
122
– – ﹤0.01% 620
2020
Q4 		$3K Buy
122
+59
+94% +$1.63K ﹤0.01% 605
2020
Q3 		$2K Hold
63
– – ﹤0.01% 588
2020
Q2 		$2K Buy
+63
New +$1.76K ﹤0.01% 564

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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