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Toth Financial Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-143
Closed -$3.26K – 770
2024
Q1 		$3.26K Hold
143
– – ﹤0.01% 559
2023
Q4 		$3.29K Buy
+143
New +$3.18K ﹤0.01% 569
2022
Q1 		– Sell
-553
Closed -$15K – 750
2021
Q4 		$15K Buy
+553
New +$14.6K ﹤0.01% 432
2019
Q2 		– Sell
-435
Closed -$11K – 462
2019
Q1 		$11K Hold
435
– – ﹤0.01% 299
2018
Q4 		$11K Buy
+435
New +$10.6K ﹤0.01% 276

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Toth Financial Advisory's GOVT Position: Q2 2024 in Review

Toth Financial Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 143 shares — an estimated $3.26K sold.

Toth Financial Advisory first reported a position in GOVT in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Toth Financial Advisory reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 143 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $3.26K.
  • Toth Financial Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
  • Toth Financial Advisory's iShares US Treasury Bond ETF position peaked at $15K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.