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 Chicago, Illinois $424B AUM 22.9% 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

AJ Wealth Strategies's GOVT Position: Q2 2022 in Review

AJ Wealth Strategies sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 26,324 shares — an estimated $656K sold.

AJ Wealth Strategies first reported a position in GOVT in Q2 2020 and held it in 8 quarters. The position peaked at $719K in Q3 2020. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

AJ Wealth Strategies reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
AJ Wealth Strategies sold 26,324 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $656K.
AJ Wealth Strategies first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
AJ Wealth Strategies's iShares US Treasury Bond ETF position peaked at $719K in Q3 2020.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.