Surevest, LLC Ishares U.S. Treasury Bond ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 14, 2020	SELL	$25.86 - $26.56 $200,958 - $206,397	-7,771 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$25.93 - $26.35 $959 - $974	37 Added 0.48%	7,771 $205,000
Q2 2019 Jul 10, 2019	BUY	N/A	7,734 New	7,734 $200,000

Others Institutions Holding GOVT

# of Institutions

774

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.53 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.44 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.54 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.48 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$830 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
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