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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 – 301
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Rockbridge Investment Management's GOVT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 824 shares — an estimated $19K sold.

Rockbridge Investment Management first reported a position in GOVT in Q2 2020 and held it in 10 quarters. The position peaked at $19K in Q4 2023. 695 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 824 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $19K.
  • Rockbridge Investment Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's iShares US Treasury Bond ETF position peaked at $19K in Q4 2023.
  • 695 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.