Sage Mountain Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sage Mountain Advisors’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 Q4	–	Sell	-76	Closed	-$1.78K	–	494
2024 Q3	$1.78K	Buy	+76	New	+$1.76K	﹤0.01%	483
2023 Q4	–	Sell	-985	Closed	-$21.7K	–	365
2023 Q3	$21.7K	Hold	985	–	–	﹤0.01%	319
2023 Q2	$22.6K	Buy	+985	New	+$22.8K	﹤0.01%	314
2021 Q4	–	Sell	-1,301	Closed	-$35K	–	694
2021 Q3	$35K	Buy	+1,301	New	+$34.8K	0.01%	534

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Sage Mountain Advisors's GOVT Position: Q4 2024 in Review

Sage Mountain Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 76 shares — an estimated $1.78K sold.

Sage Mountain Advisors first reported a position in GOVT in Q3 2021 and held it in 4 quarters. The position peaked at $35K in Q3 2021. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Sage Mountain Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 76 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $1.78K.
Sage Mountain Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 4 quarters.
Sage Mountain Advisors's iShares US Treasury Bond ETF position peaked at $35K in Q3 2021.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.