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SJS Investment Consulting’s iShares US Treasury Bond ETF GOVT Stock Holding History

SJS Investment Consulting’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
Q1 		– Sell
-2,115
Closed -$48.7K – 1666
2023
Q4 		$48.7K Buy
+2,115
New +$47.1K 0.01% 168

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SJS Investment Consulting's GOVT Position: Q1 2024 in Review

SJS Investment Consulting sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 2,115 shares — an estimated $48.7K sold.

SJS Investment Consulting first reported a position in GOVT in Q4 2023 and held it in 1 quarter. The position peaked at $48.7K in Q4 2023. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • SJS Investment Consulting reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 2,115 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $48.7K.
  • SJS Investment Consulting first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • SJS Investment Consulting's iShares US Treasury Bond ETF position peaked at $48.7K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on SJS Investment Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.