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WR Wealth Planners’s iShares US Treasury Bond ETF GOVT Stock Holding History

WR Wealth Planners’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
Q4 		$183K Sell
7,968
-8,061
-50% -$184K 0.06% 165
2024
Q3 		$376K Buy
16,029
+1,847
+13% +$42.8K 0.1% 120
2024
Q2 		$320K Sell
14,182
-910
-6% -$20.4K 0.1% 125
2024
Q1 		$344K Sell
15,092
-1,473
-9% -$33.5K 0.11% 126
2023
Q4 		$382K Sell
16,565
-18,740
-53% -$417K 0.14% 128
2023
Q3 		$778K Sell
35,305
-28,169
-44% -$634K 0.3% 55
2023
Q2 		$1.45M Sell
63,474
-2,870
-4% -$66.6K 0.56% 34
2023
Q1 		$1.55M Buy
66,344
+11,271
+20% +$260K 0.67% 33
2022
Q4 		$1.25M Sell
55,073
-38,458
-41% -$874K 0.77% 26
2022
Q3 		$2.13M Sell
93,531
-1,366
-1% -$32.4K 1.5% 21
2022
Q2 		$2.27M Sell
94,897
-5,951
-6% -$143K 1.49% 22
2022
Q1 		$2.51M Buy
+100,848
New +$2.58M 1.5% 22

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's GOVT Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Treasury Bond ETF (GOVT) stake by 50% in Q4 2024, selling an estimated $184K and leaving 7,968 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #165.

WR Wealth Planners first reported a position in GOVT in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2022. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • WR Wealth Planners held 7,968 shares of iShares US Treasury Bond ETF worth $183K as of Q4 2024.
  • WR Wealth Planners sold 8,061 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $184K.
  • iShares US Treasury Bond ETF made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #165 holding.
  • WR Wealth Planners first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's iShares US Treasury Bond ETF position peaked at $2.51M in Q1 2022.
  • 789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.