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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Visionary Wealth Advisors's GOVT Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 9,830 shares — an estimated $222K sold.

Visionary Wealth Advisors first reported a position in GOVT in Q4 2019 and held it in 9 quarters. The position peaked at $7.03M in Q2 2020. 721 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

Visionary Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 9,830 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $222K.
Visionary Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Visionary Wealth Advisors's iShares US Treasury Bond ETF position peaked at $7.03M in Q2 2020.
721 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.