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

AJ Wealth Strategies’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	-26,324	Closed	-$656K	–	319
2022 Q1	$656K	Buy	26,324 +47	+0.2%	+$1.2K	0.03%	173
2021 Q4	$701K	Buy	26,277 +86	+0.3%	+$2.28K	0.03%	168
2021 Q3	$695K	Buy	26,191 +66	+0.3%	+$1.77K	0.04%	157
2021 Q2	$695K	Buy	26,125 +60	+0.2%	+$1.58K	0.04%	154
2021 Q1	$683K	Buy	26,065 +38	+0.1%	+$1.01K	0.05%	140
2020 Q4	$709K	Buy	26,027 +310	+1%	+$8.55K	0.06%	125
2020 Q3	$719K	Buy	25,717 +74	+0.3%	+$2.08K	0.07%	109
2020 Q2	$718K	Buy	+25,643	New	+$717K	0.08%	104

Other funds holding GOVT

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return