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Atwood & Palmer’s iShares US Treasury Bond ETF GOVT Stock Holding History

Atwood & Palmer’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
2021
Q3 		– Sell
-295
Closed -$8K – 432
2021
Q2 		$8K Hold
295
– – ﹤0.01% 341
2021
Q1 		$8K Sell
295
-710
-71% -$19K ﹤0.01% 362
2020
Q4 		$27K Buy
+1,005
New +$27.7K ﹤0.01% 248

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atwood & Palmer's GOVT Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 295 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in GOVT in Q4 2020 and held it in 3 quarters. The position peaked at $27K in Q4 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 295 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $8K.
  • Atwood & Palmer first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Atwood & Palmer's iShares US Treasury Bond ETF position peaked at $27K in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.