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

Silvia McColl 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 Q3	–	Sell	-36,784	Closed	-$830K	–	112
2024 Q2	$830K	Sell	36,784 -774	-2%	-$17.4K	0.69%	37
2024 Q1	$836K	Buy	37,558 +1,744	+5%	+$39.6K	0.72%	36
2023 Q4	$825K	Buy	35,814 +5,126	+17%	+$114K	0.74%	35
2023 Q3	$676K	Sell	30,688 -71	-0.2%	-$1.6K	0.68%	38
2023 Q2	$704K	Buy	30,759 +4	+0%	+$93	0.65%	38
2023 Q1	$719K	Sell	30,755 -337	-1%	-$7.78K	0.71%	35
2022 Q4	$706K	Buy	+31,092	New	+$707K	0.69%	35

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Silvia McColl Wealth Management's GOVT Position: Q3 2024 in Review

Silvia McColl Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 36,784 shares — an estimated $830K sold.

Silvia McColl Wealth Management first reported a position in GOVT in Q4 2022 and held it in 7 quarters. The position peaked at $836K in Q1 2024. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Silvia McColl Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Silvia McColl Wealth Management sold 36,784 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $830K.
Silvia McColl Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Silvia McColl Wealth Management's iShares US Treasury Bond ETF position peaked at $836K in Q1 2024.
720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2024, filed 3 Oct 2024.