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Avalon Investment & Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Avalon Investment & Advisory’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
Q1 		$420K Hold
17,965
– – 0.01% 264
2022
Q4 		$408K Buy
+17,965
New +$408K 0.01% 265

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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avalon Investment & Advisory's GOVT Position: Q1 2023 in Review

Avalon Investment & Advisory held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2023 at 17,965 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #264.

Avalon Investment & Advisory first reported a position in GOVT in Q4 2022 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Avalon Investment & Advisory held 17,965 shares of iShares US Treasury Bond ETF worth $420K as of Q1 2023.
  • Avalon Investment & Advisory left its iShares US Treasury Bond ETF share count unchanged in Q1 2023.
  • iShares US Treasury Bond ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #264 holding.
  • Avalon Investment & Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.