Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TLFA
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
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close