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180 Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

180 Wealth Advisors’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
2022
Q4 		– Sell
-11,668
Closed -$266K – 381
2022
Q3 		$266K Buy
11,668
+2,352
+25% +$55.7K 0.07% 269
2022
Q2 		$224K Sell
9,316
-712
-7% -$17.1K 0.06% 316
2022
Q1 		$242K Buy
10,028
+1,062
+12% +$27.2K 0.05% 317
2021
Q4 		$234K Sell
8,966
-3,164
-26% -$83.8K 0.05% 319
2021
Q3 		$321K Sell
12,130
-100
-0.8% -$2.68K 0.07% 272
2021
Q2 		$326K Sell
12,230
-458
-4% -$12.1K 0.07% 255
2021
Q1 		$334K Sell
12,688
-93
-0.7% -$2.48K 0.08% 223
2020
Q4 		$346K Buy
12,781
+1,155
+10% +$31.9K 0.1% 199
2020
Q3 		$322K Sell
11,626
-1,966
-14% -$55.1K 0.12% 173
2020
Q2 		$382K Sell
13,592
-885
-6% -$24.8K 0.15% 142
2020
Q1 		$407K Sell
14,477
-2,298
-14% -$61.7K 0.21% 122
2019
Q4 		$438K Sell
16,775
-1,191
-7% -$31.1K 0.17% 140
2019
Q3 		$471K Buy
17,966
+2,568
+17% +$67K 0.21% 135
2019
Q2 		$399K Sell
15,398
-28
-0.2% -$709 0.18% 145
2019
Q1 		$388K Buy
+15,426
New +$384K 0.18% 146

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

180 Wealth Advisors's GOVT Position: Q4 2022 in Review

180 Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 11,668 shares — an estimated $266K sold.

180 Wealth Advisors first reported a position in GOVT in Q1 2019 and held it in 15 quarters. The position peaked at $471K in Q3 2019. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • 180 Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 11,668 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $266K.
  • 180 Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 15 quarters.
  • 180 Wealth Advisors's iShares US Treasury Bond ETF position peaked at $471K in Q3 2019.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.