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

True Wealth Design’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
Q3 		– Sell
-3,511
Closed -$80.4K – 791
2023
Q2 		$80.4K Buy
3,511
+3,082
+718% +$71.5K 0.03% 136
2023
Q1 		$10K Buy
+429
New +$9.91K ﹤0.01% 239

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $74.2B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

True Wealth Design's GOVT Position: Q3 2023 in Review

True Wealth Design sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 3,511 shares — an estimated $80.4K sold.

True Wealth Design first reported a position in GOVT in Q1 2023 and held it in 2 quarters. The position peaked at $80.4K in Q2 2023. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • True Wealth Design reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 3,511 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $80.4K.
  • True Wealth Design first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • True Wealth Design's iShares US Treasury Bond ETF position peaked at $80.4K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.