Barrett Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Barrett Asset Management’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 Q4	–	Sell	-584	Closed	-$15K	–	603
2021 Q3	$15K	Hold	584	–	–	﹤0.01%	403
2021 Q2	$16K	Hold	584	–	–	﹤0.01%	388
2021 Q1	$15K	Hold	584	–	–	﹤0.01%	369
2020 Q4	$16K	Hold	584	–	–	﹤0.01%	330
2020 Q3	$16K	Hold	584	–	–	﹤0.01%	317
2020 Q2	$16K	Hold	584	–	–	﹤0.01%	320
2020 Q1	$16K	Hold	584	–	–	﹤0.01%	282
2019 Q4	$15K	Sell	584 -500	-46%	-$13.1K	﹤0.01%	314
2019 Q3	$29K	Hold	1,084	–	–	﹤0.01%	264
2019 Q2	$28K	Hold	1,084	–	–	﹤0.01%	266
2019 Q1	$27K	Hold	1,084	–	–	﹤0.01%	274
2018 Q4	$27K	Buy	+1,084	New	+$26.4K	﹤0.01%	268

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Barrett Asset Management's GOVT Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 584 shares — an estimated $15K sold.

Barrett Asset Management first reported a position in GOVT in Q4 2018 and held it in 12 quarters. The position peaked at $29K in Q3 2019. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Barrett Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 584 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $15K.
Barrett Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
Barrett Asset Management's iShares US Treasury Bond ETF position peaked at $29K in Q3 2019.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.