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Acorn Financial Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Acorn Financial Advisory Services’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
Q4 		– Sell
-13,918
Closed -$317K – 222
2022
Q3 		$317K Buy
13,918
+2,694
+24% +$63.8K 0.08% 166
2022
Q2 		$268K Sell
11,224
-1,479
-12% -$35.6K 0.06% 171
2022
Q1 		$316K Buy
12,703
+1,398
+12% +$35.8K 0.06% 177
2021
Q4 		$302K Buy
11,305
+186
+2% +$4.92K 0.06% 181
2021
Q3 		$295K Sell
11,119
-2,984
-21% -$79.9K 0.09% 177
2021
Q2 		$375K Buy
14,103
+533
+4% +$14.1K 0.11% 170
2021
Q1 		$355K Buy
13,570
+581
+4% +$15.5K 0.13% 154
2020
Q4 		$354K Buy
12,989
+228
+2% +$6.29K 0.14% 158
2020
Q3 		$357K Buy
12,761
+15
+0.1% +$421 0.19% 135
2020
Q2 		$357K Sell
12,746
-2,838
-18% -$79.4K 0.25% 127
2020
Q1 		$437K Sell
15,584
-2,554
-14% -$68.5K 0.43% 86
2019
Q4 		$471K Buy
+18,138
New +$474K 0.4% 86

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Financial Advisory Services's GOVT Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 13,918 shares — an estimated $317K sold.

Acorn Financial Advisory Services first reported a position in GOVT in Q4 2019 and held it in 12 quarters. The position peaked at $471K in Q4 2019. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Acorn Financial Advisory Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 13,918 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $317K.
  • Acorn Financial Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
  • Acorn Financial Advisory Services's iShares US Treasury Bond ETF position peaked at $471K in Q4 2019.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.