AWM
GOVT icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return