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GOVT icon

Simplicity Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Simplicity Solutions’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 		$201K Buy
+8,730
New +$194K 0.01% 975
2023
Q3 		– Sell
-135,031
Closed -$3.09M – 1037
2023
Q2 		$3.09M Buy
135,031
+109,494
+429% +$2.54M 0.08% 222
2023
Q1 		$597K Buy
+25,537
New +$590K 0.02% 637
2021
Q1 		– Sell
-784,592
Closed -$21.4M – 681
2020
Q4 		$21.4M Buy
784,592
+29,463
+4% +$813K 0.32% 68
2020
Q3 		$21.1M Buy
755,129
+3,656
+0.5% +$103K 0.39% 53
2020
Q2 		$21M Sell
751,473
-108,977
-13% -$3.05M 0.42% 55
2020
Q1 		$24.1M Buy
860,450
+543,764
+172% +$14.6M 0.74% 27
2019
Q4 		$8.21M Buy
316,686
+111,952
+55% +$2.92M 0.25% 72
2019
Q3 		$5.39M Buy
204,734
+63,085
+45% +$1.65M 0.22% 73
2019
Q2 		$3.66M Buy
141,649
+112,177
+381% +$2.84M 0.16% 105
2019
Q1 		$744K Buy
+29,472
New +$733K 0.04% 306
2018
Q4 		– Sell
-38,973
Closed -$949K – 682
2018
Q3 		$949K Sell
38,973
-3,748
-9% -$91.8K 0.05% 176
2018
Q2 		$1.05M Buy
42,721
+3,310
+8% +$81.1K 0.08% 141
2018
Q1 		$973K Buy
39,411
+617
+2% +$15.2K 0.08% 137
2017
Q4 		$973K Buy
+38,794
New +$976K 0.09% 142
2017
Q3 		– Sell
-43,629
Closed -$1.1M – 271
2017
Q2 		$1.1M Buy
43,629
+2,643
+6% +$66.7K 0.13% 132
2017
Q1 		$1.03M Buy
40,986
+28,633
+232% +$715K 0.16% 134
2016
Q4 		$308K Buy
+12,353
New +$313K 0.07% 259

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Simplicity Solutions's GOVT Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2023: 8,730 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in GOVT as recently as Q2 2023.

Simplicity Solutions first reported a position in GOVT in Q4 2016 and has held it in 18 quarters since. The position peaked at $24.1M in Q1 2020. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Simplicity Solutions held 8,730 shares of iShares US Treasury Bond ETF worth $201K as of Q4 2023.
  • iShares US Treasury Bond ETF was a new Simplicity Solutions position in Q4 2023.
  • iShares US Treasury Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #975 holding.
  • Simplicity Solutions first reported a position in iShares US Treasury Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • Simplicity Solutions's iShares US Treasury Bond ETF position peaked at $24.1M in Q1 2020.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.