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Silver Oak Securities’s iShares US Treasury Bond ETF GOVT Stock Holding History

Silver Oak Securities’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
-17,772
Closed -$418K – 642
2024
Q3 		$418K Buy
+17,772
New +$411K 0.04% 357

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

Silver Oak Securities's GOVT Position: Q4 2024 in Review

Silver Oak Securities sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 17,772 shares — an estimated $418K sold.

Silver Oak Securities first reported a position in GOVT in Q3 2024 and held it in 1 quarter. The position peaked at $418K in Q3 2024. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • Silver Oak Securities reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Silver Oak Securities sold 17,772 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $418K.
  • Silver Oak Securities first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Silver Oak Securities's iShares US Treasury Bond ETF position peaked at $418K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Silver Oak Securities's 13F filing for Q4 2024, filed 27 Jan 2025.