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Baldwin Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-648
Closed -$14.7K – 809
2022
Q4 		$14.7K Hold
648
– – ﹤0.01% 569
2022
Q3 		$15K Hold
648
– – ﹤0.01% 474
2022
Q2 		$15K Buy
+648
New +$15.6K ﹤0.01% 499
2022
Q1 		– Sell
-34
Closed -$1K – 676
2021
Q4 		$1K Hold
34
– – ﹤0.01% 618
2021
Q3 		$1K Hold
34
– – ﹤0.01% 631
2021
Q2 		$1K Hold
34
– – ﹤0.01% 644
2021
Q1 		$1K Buy
+34
New +$908 ﹤0.01% 610

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baldwin Wealth Partners's GOVT Position: Q1 2023 in Review

Baldwin Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 648 shares — an estimated $14.7K sold.

Baldwin Wealth Partners first reported a position in GOVT in Q1 2021 and held it in 7 quarters. The position peaked at $15K in Q3 2022. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Baldwin Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 648 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $14.7K.
  • Baldwin Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
  • Baldwin Wealth Partners's iShares US Treasury Bond ETF position peaked at $15K in Q3 2022.
  • 630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Baldwin Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.