9258 Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

9258 Wealth Management’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	-8,823	Closed	-$201K	–	332
2022 Q3	$201K	Sell	8,823 -57	-0.6%	-$1.35K	0.05%	303
2022 Q2	$212K	Sell	8,880 -191	-2%	-$4.6K	0.05%	303
2022 Q1	$226K	Sell	9,071 -3,113	-26%	-$79.7K	0.05%	328
2021 Q4	$325K	Buy	12,184 +142	+1%	+$3.76K	0.07%	270
2021 Q3	$319K	Sell	12,042 -3,897	-24%	-$104K	0.09%	244
2021 Q2	$424K	Buy	15,939 +1,490	+10%	+$39.3K	0.11%	198
2021 Q1	$378K	Sell	14,449 -2,887	-17%	-$77.1K	0.11%	194
2020 Q4	$472K	Sell	17,336 -4,882	-22%	-$135K	0.15%	154
2020 Q3	$614K	Buy	22,218 +138	+0.6%	+$3.87K	0.23%	108
2020 Q2	$618K	Buy	22,080 +2,540	+13%	+$71.1K	0.25%	111
2020 Q1	$548K	Buy	19,540 +2,414	+14%	+$64.8K	0.24%	121
2019 Q4	$444K	Buy	+17,126	New	+$447K	0.16%	166

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

9258 Wealth Management's GOVT Position: Q4 2022 in Review

9258 Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 8,823 shares — an estimated $201K sold.

9258 Wealth Management first reported a position in GOVT in Q4 2019 and held it in 12 quarters. The position peaked at $618K in Q2 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

9258 Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 8,823 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $201K.
9258 Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
9258 Wealth Management's iShares US Treasury Bond ETF position peaked at $618K in Q2 2020.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.