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Wilbanks Smith & Thomas Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$70.8M Buy
3,108,176
+165,957
+6% +$3.77M 1.98% 8
2023
Q4 		$67.8M Buy
2,942,219
+165,346
+6% +$3.68M 2.07% 9
2023
Q3 		$61.2M Buy
2,776,873
+74,015
+3% +$1.67M 2.12% 9
2023
Q2 		$61.9M Buy
+2,702,858
New +$62.7M 2.04% 9
2023
Q1 		– Sell
-24,486
Closed -$556K – 517
2022
Q4 		$556K Sell
24,486
-274
-1% -$6.23K 0.02% 291
2022
Q3 		$564K Buy
+24,760
New +$587K 0.02% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's GOVT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares US Treasury Bond ETF (GOVT) stake by 5.6% in Q1 2024, buying an estimated $3.77M and bringing the position to 3,108,176 shares worth $70.8M. The position accounts for 1.98% of the portfolio, ranked #8.

Wilbanks Smith & Thomas Asset Management first reported a position in GOVT in Q3 2022 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold GOVT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,108,176 shares of iShares US Treasury Bond ETF worth $70.8M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 165,957 iShares US Treasury Bond ETF shares in Q1 2024, an estimated $3.77M.
  • iShares US Treasury Bond ETF made up 1.98% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #8 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
  • 694 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.