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

Sugarloaf 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 Q1	–	Sell	-1,000	Closed	-$23K	–	699
2023 Q4	$23K	Buy	+1,000	New	+$22.3K	0.01%	380
2023 Q3	–	Sell	-1,000	Closed	-$22.9K	–	689
2023 Q2	$22.9K	Hold	1,000	–	–	0.01%	371
2023 Q1	$23.4K	Hold	1,000	–	–	0.01%	376
2022 Q4	$22.7K	Hold	1,000	–	–	0.01%	390
2022 Q3	$23K	Hold	1,000	–	–	0.01%	404
2022 Q2	$24K	Hold	1,000	–	–	0.01%	389
2022 Q1	$25K	Hold	1,000	–	–	0.01%	375
2021 Q4	$27K	Hold	1,000	–	–	0.01%	382
2021 Q3	$27K	Sell	1,000 -642	-39%	-$17.2K	0.01%	364
2021 Q2	$44K	Buy	1,642 +690	+72%	+$18.2K	0.01%	291
2021 Q1	$43K	Sell	952 -8,152	-90%	-$218K	0.01%	292
2020 Q4	$248K	Buy	9,104 +849	+10%	+$23.4K	0.08%	102
2020 Q3	$231K	Sell	8,255 -10,400	-56%	-$292K	0.08%	98
2020 Q2	$522K	Buy	18,655 +9,416	+102%	+$263K	0.2%	63
2020 Q1	$259K	Buy	9,239 +1,343	+17%	+$36K	0.12%	90
2019 Q4	$205K	Buy	+7,896	New	+$206K	0.09%	115

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sugarloaf Wealth Management's GOVT Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 1,000 shares — an estimated $23K sold.

Sugarloaf Wealth Management first reported a position in GOVT in Q4 2019 and held it in 16 quarters. The position peaked at $522K in Q2 2020. 695 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

Sugarloaf Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,000 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $23K.
Sugarloaf Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's iShares US Treasury Bond ETF position peaked at $522K in Q2 2020.
695 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.