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Westside Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Westside Investment Management’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
-1,274
Closed -$28.8K – 1001
2024
Q2 		$28.8K Buy
+1,274
New +$28.6K 0.01% 478
2022
Q2 		– Sell
-385
Closed -$9 – 807
2022
Q1 		$9 Hold
385
– – ﹤0.01% 622
2021
Q4 		$10 Hold
385
– – ﹤0.01% 590
2021
Q3 		$10 Hold
385
– – ﹤0.01% 580
2021
Q2 		$10 Hold
385
– – ﹤0.01% 571
2021
Q1 		$10 Hold
385
– – ﹤0.01% 554
2020
Q4 		$10 Buy
+385
New +$10.6K ﹤0.01% 499

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Westside Investment Management's GOVT Position: Q3 2024 in Review

Westside Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 1,274 shares — an estimated $28.8K sold.

Westside Investment Management first reported a position in GOVT in Q4 2020 and held it in 7 quarters. The position peaked at $28.8K in Q2 2024. 722 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Westside Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 1,274 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $28.8K.
  • Westside Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
  • Westside Investment Management's iShares US Treasury Bond ETF position peaked at $28.8K in Q2 2024.
  • 722 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.