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

Sheets Smith 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
2023
Q4 		– Sell
-5,550
Closed -$122K – 393
2023
Q3 		$122K Buy
+5,550
New +$125K 0.02% 335
2022
Q4 		– Sell
-11,538
Closed -$263K – 315
2022
Q3 		$263K Buy
+11,538
New +$273K 0.04% 257
2020
Q3 		– Sell
-9,777
Closed -$274K – 297
2020
Q2 		$274K Buy
+9,777
New +$273K 0.05% 207

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheets Smith Wealth Management's GOVT Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 5,550 shares — an estimated $122K sold.

Sheets Smith Wealth Management first reported a position in GOVT in Q2 2020 and held it in 3 quarters. The position peaked at $274K in Q2 2020. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,550 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $122K.
  • Sheets Smith Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Sheets Smith Wealth Management's iShares US Treasury Bond ETF position peaked at $274K in Q2 2020.
  • 710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.