Advocacy Wealth Management Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advocacy Wealth Management 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 Q2	–	Sell	-389	Closed	-$10K	–	163
2022 Q1	$10K	Buy	389 +354	+1,011%	+$9.07K	﹤0.01%	108
2021 Q4	$1K	Buy	+35	New	+$927	﹤0.01%	166
2018 Q2	–	Sell	-127	Closed	-$3K	–	181
2018 Q1	$3K	Hold	127	–	–	﹤0.01%	189
2017 Q4	$3K	Buy	+127	New	+$3.19K	﹤0.01%	198

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Advocacy Wealth Management Services's GOVT Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 389 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in GOVT in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Advocacy Wealth Management Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 389 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $10K.
Advocacy Wealth Management Services first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Advocacy Wealth Management Services's iShares US Treasury Bond ETF position peaked at $10K in Q1 2022.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.