Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TFO
Tarbox Family Office’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Tarbox Family Office’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
2022
Q2
–
Sell
-3,463
Closed
-$86K
–
475
2022
Q1
$86K
Sell
3,463
-33
-0.9%
-$845
0.02%
135
2021
Q4
$93K
Buy
3,496
+50
+1%
+$1.32K
0.02%
170
2021
Q3
$91K
Buy
3,446
+3
+0.1%
+$80
0.02%
189
2021
Q2
$92K
Hold
3,443
–
–
0.02%
192
2021
Q1
$90K
Hold
3,443
–
–
0.02%
159
2020
Q4
$94K
Hold
3,443
–
–
0.02%
159
2020
Q3
$96K
Hold
3,443
–
–
0.02%
147
2020
Q2
$96K
Buy
3,443
+440
+15%
+$12.3K
0.02%
143
2020
Q1
$84K
Buy
+3,003
New
+$80.6K
0.03%
140
Other funds holding GOVT
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Temasek Holdings
Singapore
$29.7B AUM
13.98%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close