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Archford Capital Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History

Archford Capital 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
2023
Q4 		– Sell
-11,032
Closed -$243K – 265
2023
Q3 		$243K Sell
11,032
-339
-3% -$7.63K 0.05% 248
2023
Q2 		$260K Sell
11,371
-9
-0.1% -$209 0.05% 251
2023
Q1 		$268K Sell
11,380
-3,128
-22% -$72.2K 0.06% 245
2022
Q4 		$330K Sell
14,508
-129,242
-90% -$2.94M 0.08% 229
2022
Q3 		$3.27M Buy
143,750
+2,499
+2% +$59.2K 0.84% 28
2022
Q2 		$3.38M Buy
141,251
+868
+0.6% +$20.9K 0.85% 29
2022
Q1 		$3.45M Buy
140,383
+69,881
+99% +$1.79M 0.77% 33
2021
Q4 		$1.88M Buy
70,502
+3,515
+5% +$93.1K 0.43% 55
2021
Q3 		$1.78M Buy
66,987
+5,470
+9% +$146K 0.42% 56
2021
Q2 		$1.64M Sell
61,517
-16,441
-21% -$434K 0.41% 58
2021
Q1 		$2.06M Sell
77,958
-27,570
-26% -$737K 0.55% 42
2020
Q4 		$2.85M Buy
105,528
+1,609
+2% +$44.4K 0.66% 36
2020
Q3 		$2.9M Buy
103,919
+12,162
+13% +$341K 0.78% 28
2020
Q2 		$2.57M Buy
91,757
+51,041
+125% +$1.43M 0.76% 30
2020
Q1 		$1.14M Buy
40,716
+21,744
+115% +$583K 0.45% 69
2019
Q4 		$492K Buy
18,972
+11,364
+149% +$297K 0.17% 160
2019
Q3 		$200K Buy
7,608
+7,018
+1,189% +$183K 0.07% 207
2019
Q2 		$15K Buy
+590
New +$14.9K 0.01% 372

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Archford Capital Strategies's GOVT Position: Q4 2023 in Review

Archford Capital Strategies sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 11,032 shares — an estimated $243K sold.

Archford Capital Strategies first reported a position in GOVT in Q2 2019 and held it in 18 quarters. The position peaked at $3.45M in Q1 2022. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Archford Capital Strategies reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 11,032 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $243K.
  • Archford Capital Strategies first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 18 quarters.
  • Archford Capital Strategies's iShares US Treasury Bond ETF position peaked at $3.45M in Q1 2022.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.