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

Accel 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
2023
Q2 		– Sell
-656
Closed -$15.3K – 445
2023
Q1 		$15.3K Hold
656
– – 0.01% 776
2022
Q4 		$14.9K Hold
656
– – 0.01% 616
2022
Q3 		$15K Buy
+656
New +$15.5K 0.01% 633
2021
Q4 		– Sell
-3,276
Closed -$87K – 934
2021
Q3 		$87K Hold
3,276
– – 0.06% 243
2021
Q2 		$87K Hold
3,276
– – 0.06% 249
2021
Q1 		$86K Buy
+3,276
New +$87.5K 0.07% 238

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 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Accel Wealth Management's GOVT Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 656 shares — an estimated $15.3K sold.

Accel Wealth Management first reported a position in GOVT in Q1 2021 and held it in 6 quarters. The position peaked at $87K in Q3 2021. 657 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 656 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $15.3K.
  • Accel Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 6 quarters.
  • Accel Wealth Management's iShares US Treasury Bond ETF position peaked at $87K in Q3 2021.
  • 657 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.