6M
GOVT icon

6 Meridian’s iShares US Treasury Bond ETF GOVT Stock Holding History

6 Meridian’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
2021
Q4 		$7.3M Sell
273,696
-18,182
-6% -$481K 0.53% 27
2021
Q3 		$7.74M Buy
+291,878
New +$7.82M 0.61% 24

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

6 Meridian's GOVT Position: Q4 2021 in Review

6 Meridian reduced its iShares US Treasury Bond ETF (GOVT) stake by 6.2% in Q4 2021, selling an estimated $481K and leaving 273,696 shares worth $7.3M. The position accounts for 0.53% of the portfolio, ranked #27.

6 Meridian first reported a position in GOVT in Q3 2021 and has held it in 2 quarters since. The position peaked at $7.74M in Q3 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • 6 Meridian held 273,696 shares of iShares US Treasury Bond ETF worth $7.3M as of Q4 2021.
  • 6 Meridian sold 18,182 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $481K.
  • iShares US Treasury Bond ETF made up 0.53% of 6 Meridian's portfolio in Q4 2021, its #27 holding.
  • 6 Meridian first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 6 Meridian's iShares US Treasury Bond ETF position peaked at $7.74M in Q3 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.