AW
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 $1.37T 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return