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

TritonPoint Wealth’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
-5,168
Closed -$291K – 329
2024
Q1 		$291K Sell
5,168
-7,442
-59% -$169K 0.03% 260
2023
Q4 		$291K Buy
+12,610
New +$281K 0.03% 267

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

TritonPoint Wealth's GOVT Position: Q2 2024 in Review

TritonPoint Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 5,168 shares — an estimated $291K sold.

TritonPoint Wealth first reported a position in GOVT in Q4 2023 and held it in 2 quarters. The position peaked at $291K in Q1 2024. 694 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • TritonPoint Wealth reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 5,168 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $291K.
  • TritonPoint Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • TritonPoint Wealth's iShares US Treasury Bond ETF position peaked at $291K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.