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

True Link 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	-14,775	Closed	-$326K	–	81
2023 Q3	$326K	Hold	14,775	–	–	0.04%	91
2023 Q2	$338K	Hold	14,775	–	–	0.04%	94
2023 Q1	$345K	Hold	14,775	–	–	0.04%	92
2022 Q4	$336K	Hold	14,775	–	–	0.05%	94
2022 Q3	$336K	Sell	14,775 -1,008	-6%	-$23.9K	0.05%	100
2022 Q2	$377K	Buy	15,783 +1,008	+7%	+$24.3K	0.06%	96
2022 Q1	$368K	Sell	14,775 -40,328	-73%	-$1.03M	0.05%	94
2021 Q4	$1.47M	Sell	55,103 -12	-0%	-$318	0.2%	55
2021 Q3	$1.46M	Buy	55,115 +9,250	+20%	+$248K	0.2%	55
2021 Q2	$1.22M	Sell	45,865 -227	-0.5%	-$5.99K	0.18%	55
2021 Q1	$1.21M	Buy	46,092 +36,967	+405%	+$988K	0.18%	59
2020 Q4	$249K	Buy	+9,125	New	+$252K	0.04%	207

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Link Financial Advisors's GOVT Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 14,775 shares — an estimated $326K sold.

True Link Financial Advisors first reported a position in GOVT in Q4 2020 and held it in 12 quarters. The position peaked at $1.47M in Q4 2021. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

True Link Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 14,775 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $326K.
True Link Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares US Treasury Bond ETF position peaked at $1.47M in Q4 2021.
710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

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