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Significant Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-16,446
Closed -$374K – 108
2024
Q1 		$374K Buy
+16,446
New +$374K 0.25% 102

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Significant Wealth Partners's GOVT Position: Q2 2024 in Review

Significant Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 16,446 shares — an estimated $374K sold.

Significant Wealth Partners first reported a position in GOVT in Q1 2024 and held it in 1 quarter. The position peaked at $374K in Q1 2024. 693 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Significant Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 16,446 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $374K.
  • Significant Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's iShares US Treasury Bond ETF position peaked at $374K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.