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Abacus Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Abacus Wealth Partners’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
Q3 		– Sell
-9,886
Closed -$236K – 80
2022
Q2 		$236K Buy
+9,886
New +$238K 0.12% 66

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JP Morgan Chase
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Truist Financial
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Abacus Wealth Partners's GOVT Position: Q3 2022 in Review

Abacus Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 9,886 shares — an estimated $236K sold.

Abacus Wealth Partners first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $236K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Abacus Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 9,886 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $236K.
  • Abacus Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Abacus Wealth Partners's iShares US Treasury Bond ETF position peaked at $236K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Abacus Wealth Partners's 13F filing for Q3 2022, filed 31 May 2023.