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VWA
Visionary Wealth Advisors’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Visionary Wealth 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
2024
Q3
–
Sell
-9,830
Closed
-$222K
–
542
2024
Q2
$222K
Sell
9,830
-81,113
-89%
-$1.82M
0.01%
479
2024
Q1
$2.07M
Buy
90,943
+10,174
+13%
+$231K
0.14%
166
2023
Q4
$1.86M
Buy
+80,769
New
+$1.8M
0.14%
160
2021
Q2
–
Sell
-15,574
Closed
-$408K
–
342
2021
Q1
$408K
Sell
15,574
-61,074
-80%
-$1.63M
0.04%
216
2020
Q4
$2.09M
Sell
76,648
-142,550
-65%
-$3.93M
0.23%
96
2020
Q3
$6.13M
Sell
219,198
-31,919
-13%
-$895K
0.86%
34
2020
Q2
$7.03M
Buy
251,117
+47,052
+23%
+$1.32M
1.07%
26
2020
Q1
$5.72M
Buy
204,065
+147,627
+262%
+$3.96M
1.08%
25
2019
Q4
$1.46M
Buy
+56,438
New
+$1.47M
0.26%
84
Other funds holding GOVT
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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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
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