APA
GOVT icon

American Portfolios Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

American Portfolios Advisors’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
Q3 		$1.44M Buy
63,453
+16,844
+36% +$399K 0.06% 315
2022
Q2 		$1.11M Sell
46,609
-5,521
-11% -$133K 0.05% 400
2022
Q1 		$1.3M Buy
52,130
+5,180
+11% +$133K 0.04% 403
2021
Q4 		$1.25M Buy
46,950
+6,703
+17% +$177K 0.04% 414
2021
Q3 		$1.07M Sell
40,247
-2,720
-6% -$72.8K 0.04% 435
2021
Q2 		$1.14M Sell
42,967
-2,206
-5% -$58.2K 0.04% 410
2021
Q1 		$1.18M Buy
45,173
+25,180
+126% +$673K 0.05% 355
2020
Q4 		$545K Sell
19,993
-8,096
-29% -$223K 0.03% 537
2020
Q3 		$785K Buy
28,089
+1,418
+5% +$39.8K 0.05% 358
2020
Q2 		$747K Buy
26,671
+9,410
+55% +$263K 0.05% 341
2020
Q1 		$483K Buy
17,261
+9,783
+131% +$262K 0.04% 376
2019
Q4 		$194K Buy
7,478
+3,267
+78% +$85.3K 0.01% 755
2019
Q3 		$111K Buy
4,211
+2,336
+125% +$61K 0.01% 961
2019
Q2 		$48.4K Buy
1,875
+433
+30% +$11K ﹤0.01% 1290
2019
Q1 		$36.4K Buy
1,442
+388
+37% +$9.65K ﹤0.01% 1321
2018
Q4 		$26K Buy
1,054
+145
+16% +$3.53K ﹤0.01% 1277
2018
Q3 		$22.1K Sell
909
-118
-11% -$2.89K ﹤0.01% 1448
2018
Q2 		$25.3K Buy
1,027
+122
+13% +$2.99K ﹤0.01% 1371
2018
Q1 		$22.3K Buy
905
+787
+667% +$19.4K ﹤0.01% 1347
2017
Q4 		$2.96K Buy
+118
New +$2.97K ﹤0.01% 1981

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

American Portfolios Advisors's GOVT Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 36% in Q3 2022, buying an estimated $399K and bringing the position to 63,453 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #315.

American Portfolios Advisors first reported a position in GOVT in Q4 2017 and has held it in 20 quarters since. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • American Portfolios Advisors held 63,453 shares of iShares US Treasury Bond ETF worth $1.44M as of Q3 2022.
  • American Portfolios Advisors bought 16,844 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $399K.
  • iShares US Treasury Bond ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #315 holding.
  • American Portfolios Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.