Engrave Wealth Partners LLC Ishares U.S. Treasury Bond ETF Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 08, 2020	SELL	$27.84 - $28.3 $4,649 - $4,726	-167 Closed	0 $0
Q4 2019 Mar 12, 2020	BUY	$25.86 - $26.56 $4,318 - $4,435	167 New	167 $4,000

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.45 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.52 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$821 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

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