RFM
GOVT icon

Royal Fund Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Royal Fund 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
2023
Q1 		– Sell
-9,900
Closed -$225K – 273
2022
Q4 		$225K Buy
+9,900
New +$225K 0.04% 234
2020
Q1 		– Sell
-161
Closed -$4K – 628
2019
Q4 		$4K Buy
+161
New +$4.21K ﹤0.01% 498
2019
Q3 		– Sell
-167
Closed -$4K – 607
2019
Q2 		$4K Buy
+167
New +$4.23K ﹤0.01% 450
2019
Q1 		– Sell
-283
Closed -$6K – 612
2018
Q4 		$6K Buy
+283
New +$6.88K ﹤0.01% 388
2018
Q3 		– Sell
-250
Closed -$6K – 568
2018
Q2 		$6K Buy
+250
New +$6.12K ﹤0.01% 392
2018
Q1 		– Sell
-1,900
Closed -$47K – 590
2017
Q4 		$47K Buy
+1,900
New +$47.8K 0.02% 212

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return