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Sanctuary Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sanctuary Wealth 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
Q4 		$4.46K Hold
194
– – ﹤0.01% 199
2024
Q3 		$4.55K Hold
194
– – ﹤0.01% 202
2024
Q2 		$4.38K Buy
+194
New +$4.35K ﹤0.01% 183

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Wealth Management's GOVT Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2024 at 194 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Sanctuary Wealth Management first reported a position in GOVT in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.55K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Sanctuary Wealth Management held 194 shares of iShares US Treasury Bond ETF worth $4.46K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #199 holding.
  • Sanctuary Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's iShares US Treasury Bond ETF position peaked at $4.55K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.