VNA
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Valley National Advisers’s iShares US Treasury Bond ETF GOVT Stock Holding History

Valley National Advisers’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
-533
Closed -$12K – 1225
2023
Q3 		$12K Buy
+533
New +$12K ﹤0.01% 569
2023
Q1 		– Sell
-53
Closed -$1K – 924
2022
Q4 		$1K Buy
+53
New +$1.21K ﹤0.01% 786
2022
Q1 		– Sell
-22
Closed -$1K – 942
2021
Q4 		$1K Hold
22
– – ﹤0.01% 846
2021
Q3 		$1K Hold
22
– – ﹤0.01% 817
2021
Q2 		$1K Hold
22
– – ﹤0.01% 828
2021
Q1 		$1K Hold
22
– – ﹤0.01% 792
2020
Q4 		$1K Buy
+22
New +$607 ﹤0.01% 742
2020
Q3 		– Sell
-60
Closed -$2K – 797
2020
Q2 		$2K Buy
+60
New +$1.68K ﹤0.01% 660

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return