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

Beam 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
2022
Q4 		– Sell
-31,398
Closed -$715K – 107
2022
Q3 		$715K Buy
31,398
+5,912
+23% +$140K 0.8% 45
2022
Q2 		$609K Buy
+25,486
New +$613K 0.68% 52

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

Beam Wealth Advisors's GOVT Position: Q4 2022 in Review

Beam Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 31,398 shares — an estimated $715K sold.

Beam Wealth Advisors first reported a position in GOVT in Q2 2022 and held it in 2 quarters. The position peaked at $715K in Q3 2022. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Beam Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 31,398 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $715K.
  • Beam Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares US Treasury Bond ETF position peaked at $715K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.