WIC
GOVT icon

Woodmont Investment Counsel’s iShares US Treasury Bond ETF GOVT Stock Holding History

Woodmont Investment Counsel’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
-2,414
Closed -$55K – 274
2024
Q1 		$55K Buy
+2,414
New +$54.9K ﹤0.01% 297

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $654B AUM 26.35% 1-Year Est. Return

Woodmont Investment Counsel's GOVT Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 2,414 shares — an estimated $55K sold.

Woodmont Investment Counsel first reported a position in GOVT in Q1 2024 and held it in 1 quarter. The position peaked at $55K in Q1 2024. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 2,414 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $55K.
  • Woodmont Investment Counsel first reported a position in iShares US Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares US Treasury Bond ETF position peaked at $55K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.