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Axim Planning & Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-437
Closed -$10K – 83
2022
Q3 		$10K Buy
437
+13
+3% +$308 0.01% 113
2022
Q2 		$10K Buy
+424
New +$10.2K 0.01% 92

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Axim Planning & Wealth's GOVT Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 437 shares — an estimated $10K sold.

Axim Planning & Wealth first reported a position in GOVT in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 437 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $10K.
  • Axim Planning & Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares US Treasury Bond ETF position peaked at $10K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.