ACG Wealth
GOVT icon

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

ACG Wealth’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
-1,405
Closed -$34K – 550
2022
Q2 		$34K Buy
+1,405
New +$33.8K 0.01% 492
2021
Q1 		– Sell
-7,879
Closed -$215K – 333
2020
Q4 		$215K Buy
7,879
+39
+0.5% +$1.08K 0.03% 288
2020
Q3 		$219K Sell
7,840
-835
-10% -$23.4K 0.03% 262
2020
Q2 		$243K Sell
8,675
-497
-5% -$13.9K 0.04% 234
2020
Q1 		$257K Sell
9,172
-975
-10% -$26.2K 0.05% 244
2019
Q4 		$263K Sell
10,147
-700
-6% -$18.3K 0.04% 277
2019
Q3 		$286K Sell
10,847
-296
-3% -$7.73K 0.04% 268
2019
Q2 		$288K Buy
11,143
+3
+0% +$76 0.04% 277
2019
Q1 		$281K Buy
+11,140
New +$277K 0.04% 271
2018
Q2 		– Sell
-8,152
Closed -$201K – 304
2018
Q1 		$201K Sell
8,152
-754
-8% -$18.6K 0.03% 289
2017
Q4 		$223K Sell
8,906
-2,263
-20% -$56.9K 0.03% 289
2017
Q3 		$282K Sell
11,169
-6,096
-35% -$154K 0.05% 211
2017
Q2 		$437K Buy
+17,265
New +$436K 0.07% 197

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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

ACG Wealth's GOVT Position: Q3 2022 in Review

ACG Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 1,405 shares — an estimated $34K sold.

ACG Wealth first reported a position in GOVT in Q2 2017 and held it in 13 quarters. The position peaked at $437K in Q2 2017. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • ACG Wealth reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,405 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $34K.
  • ACG Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2017 and held it in 13 quarters.
  • ACG Wealth's iShares US Treasury Bond ETF position peaked at $437K in Q2 2017.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.