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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 – 771
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 – 465
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 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