West Paces Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

West Paces 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 Q2	–	Sell	-1,500	Closed	-$34.2K	–	580
2024 Q1	$34.2K	Hold	1,500	–	–	0.01%	270
2023 Q4	$34.6K	Hold	1,500	–	–	0.01%	260
2023 Q3	$33.1K	Hold	1,500	–	–	0.01%	246
2023 Q2	$34.4K	Hold	1,500	–	–	0.01%	250
2023 Q1	$35.1K	Sell	1,500 -73	-5%	-$1.69K	0.01%	249
2022 Q4	$35.7K	Sell	1,573 -1,927	-55%	-$43.8K	0.01%	242
2022 Q3	$79.7K	Sell	3,500 -2,000	-36%	-$47.4K	0.03%	179
2022 Q2	$131K	Sell	5,500 -4,095	-43%	-$98.5K	0.04%	147
2022 Q1	$239K	Buy	9,595 +3,833	+67%	+$98.2K	0.07%	116
2021 Q4	$154K	Hold	5,762	–	–	0.05%	135
2021 Q3	$153K	Sell	5,762 -5,500	-49%	-$147K	0.05%	130
2021 Q2	$300K	Hold	11,262	–	–	0.11%	93
2021 Q1	$295K	Sell	11,262 -2,000	-15%	-$53.4K	0.12%	91
2020 Q4	$361K	Hold	13,262	–	–	0.16%	83
2020 Q3	$371K	Sell	13,262 -1,797	-12%	-$50.4K	0.19%	83
2020 Q2	$422K	Hold	15,059	–	–	0.23%	72
2020 Q1	$422K	Sell	15,059 -7,834	-34%	-$210K	0.27%	70
2019 Q4	$594K	Buy	+22,893	New	+$598K	0.32%	57

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

West Paces Advisors's GOVT Position: Q2 2024 in Review

West Paces Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 1,500 shares — an estimated $34.2K sold.

West Paces Advisors first reported a position in GOVT in Q4 2019 and held it in 18 quarters. The position peaked at $594K in Q4 2019. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

West Paces Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
West Paces Advisors sold 1,500 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $34.2K.
West Paces Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
West Paces Advisors's iShares US Treasury Bond ETF position peaked at $594K in Q4 2019.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on West Paces Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.