TrustCore Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

TrustCore Financial Services’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
2022 Q4	$3.61K	Buy	159 +148	+1,345%	+$3.36K	﹤0.01%	851
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1098
2022 Q2	$0	Buy	+11	New	+$265	﹤0.01%	1077
2022 Q1	–	Sell	-9,265	Closed	-$247K	–	1057
2021 Q4	$247K	Hold	9,265	–	–	0.03%	232
2021 Q3	$246K	Buy	9,265 +303	+3%	+$8.12K	0.02%	249
2021 Q2	$238K	Hold	8,962	–	–	0.03%	250
2021 Q1	$235K	Buy	8,962 +1,927	+27%	+$51.5K	0.03%	237
2020 Q4	$192K	Hold	7,035	–	–	0.02%	250
2020 Q3	$197K	Hold	7,035	–	–	0.03%	225
2020 Q2	$197K	Hold	7,035	–	–	0.03%	226
2020 Q1	$197K	Buy	7,035 +6,262	+810%	+$168K	0.04%	199
2019 Q4	$20K	Buy	+773	New	+$20.2K	﹤0.01%	517
2018 Q1	–	Sell	-182	Closed	-$5K	–	703
2017 Q4	$5K	Buy	+182	New	+$4.58K	﹤0.01%	571

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TrustCore Financial Services's GOVT Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 1,345% in Q4 2022, buying an estimated $3.36K and bringing the position to 159 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

TrustCore Financial Services first reported a position in GOVT in Q4 2017 and has held it in 13 quarters since. The position peaked at $247K in Q4 2021. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

TrustCore Financial Services held 159 shares of iShares US Treasury Bond ETF worth $3.61K as of Q4 2022.
TrustCore Financial Services bought 148 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $3.36K.
iShares US Treasury Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #851 holding.
TrustCore Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 13 quarters since.
TrustCore Financial Services's iShares US Treasury Bond ETF position peaked at $247K in Q4 2021.
628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.