BDO Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

BDO Wealth Advisors’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 Q2	$4.19K	Hold	183	–	–	﹤0.01%	788
2023 Q1	$4.28K	Hold	183	–	–	﹤0.01%	815
2022 Q4	$4.16K	Hold	183	–	–	﹤0.01%	788
2022 Q3	$4K	Buy	+183	New	+$4.33K	﹤0.01%	845
2021 Q2	–	Sell	-22	Closed	-$1K	–	1146
2021 Q1	$1K	Buy	+22	New	+$588	﹤0.01%	1070

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BDO Wealth Advisors's GOVT Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2023 at 183 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

BDO Wealth Advisors first reported a position in GOVT in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.28K in Q1 2023. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

BDO Wealth Advisors held 183 shares of iShares US Treasury Bond ETF worth $4.19K as of Q2 2023.
BDO Wealth Advisors left its iShares US Treasury Bond ETF share count unchanged in Q2 2023.
iShares US Treasury Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #788 holding.
BDO Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 5 quarters since.
BDO Wealth Advisors's iShares US Treasury Bond ETF position peaked at $4.28K in Q1 2023.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.