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Teamwork Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Teamwork Financial Advisors’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 		– Sell
-27,337
Closed -$603K – 198
2023
Q3 		$603K Sell
27,337
-2,566
-9% -$57.8K 0.1% 116
2023
Q2 		$685K Sell
29,903
-30,745
-51% -$713K 0.11% 104
2023
Q1 		$1.42M Buy
60,648
+24,248
+67% +$560K 0.26% 64
2022
Q4 		$827K Sell
36,400
-25,229
-41% -$573K 0.17% 90
2022
Q3 		$1.4M Sell
61,629
-21,330
-26% -$505K 0.3% 53
2022
Q2 		$1.98M Sell
82,959
-591
-0.7% -$14.2K 0.43% 47
2022
Q1 		$2.08M Sell
83,550
-7,928
-9% -$203K 0.39% 56
2021
Q4 		$2.44M Sell
91,478
-2,284
-2% -$60.5K 0.45% 36
2021
Q3 		$2.49M Sell
93,762
-8,961
-9% -$240K 0.49% 34
2021
Q2 		$2.73M Buy
102,723
+30,614
+42% +$808K 0.56% 32
2021
Q1 		$1.89M Buy
72,109
+9,632
+15% +$257K 0.44% 41
2020
Q4 		$1.7M Buy
62,477
+2,651
+4% +$73.1K 0.4% 41
2020
Q3 		$1.67M Buy
59,826
+14,310
+31% +$401K 0.52% 34
2020
Q2 		$1.27M Buy
+45,516
New +$1.27M 0.46% 54

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

Teamwork Financial Advisors's GOVT Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 27,337 shares — an estimated $603K sold.

Teamwork Financial Advisors first reported a position in GOVT in Q2 2020 and held it in 14 quarters. The position peaked at $2.73M in Q2 2021. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Teamwork Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 27,337 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $603K.
  • Teamwork Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 14 quarters.
  • Teamwork Financial Advisors's iShares US Treasury Bond ETF position peaked at $2.73M in Q2 2021.
  • 710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.