Wescott Financial Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wescott Financial Advisory Group’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 Q1	–	Sell	-16,579	Closed	-$382K	–	167
2023 Q4	$382K	Buy	16,579 +163	+1%	+$3.63K	0.05%	117
2023 Q3	$362K	Buy	16,416 +2,114	+15%	+$47.6K	0.07%	115
2023 Q2	$328K	Buy	14,302 +87	+0.6%	+$2.02K	0.06%	127
2023 Q1	$332K	Sell	14,215 -845	-6%	-$19.5K	0.07%	120
2022 Q4	$342K	Buy	15,060 +114	+0.8%	+$2.59K	0.07%	111
2022 Q3	$340K	Buy	+14,946	New	+$354K	0.09%	105

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wescott Financial Advisory Group's GOVT Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2024, closing a stake of 16,579 shares — an estimated $382K sold.

Wescott Financial Advisory Group first reported a position in GOVT in Q3 2022 and held it in 6 quarters. The position peaked at $382K in Q4 2023. 693 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

Wescott Financial Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 16,579 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $382K.
Wescott Financial Advisory Group first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
Wescott Financial Advisory Group's iShares US Treasury Bond ETF position peaked at $382K in Q4 2023.
693 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.