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Advisor Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advisor Partners’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
Q2 		$294K Hold
12,294
– – 0.02% 644
2022
Q1 		$306K Hold
12,294
– – 0.02% 668
2021
Q4 		$329K Sell
12,294
-2,873
-19% -$76.1K 0.02% 641
2021
Q3 		$402K Buy
15,167
+6,044
+66% +$162K 0.03% 541
2021
Q2 		$243K Buy
+9,123
New +$241K 0.02% 724

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Advisor Partners's GOVT Position: Q2 2022 in Review

Advisor Partners held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2022 at 12,294 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #644.

Advisor Partners first reported a position in GOVT in Q2 2021 and has held it in 5 quarters since. The position peaked at $402K in Q3 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Advisor Partners held 12,294 shares of iShares US Treasury Bond ETF worth $294K as of Q2 2022.
  • Advisor Partners left its iShares US Treasury Bond ETF share count unchanged in Q2 2022.
  • iShares US Treasury Bond ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #644 holding.
  • Advisor Partners first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • Advisor Partners's iShares US Treasury Bond ETF position peaked at $402K in Q3 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.