Beaumont Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beaumont Financial 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 Q1	–	Sell	-9,363	Closed	-$250K	–	368
2021 Q4	$250K	Hold	9,363	–	–	0.02%	310
2021 Q3	$248K	Hold	9,363	–	–	0.02%	303
2021 Q2	$249K	Hold	9,363	–	–	0.02%	329
2021 Q1	$245K	Sell	9,363 -3,406	-27%	-$91K	0.02%	305
2020 Q4	$348K	Buy	+12,769	New	+$352K	0.03%	244
2020 Q3	–	Sell	-8,531	Closed	-$239K	–	312
2020 Q2	$239K	Hold	8,531	–	–	0.03%	252
2020 Q1	$239K	Sell	8,531 -2,475	-22%	-$66.4K	0.03%	211
2019 Q4	$285K	Buy	+11,006	New	+$287K	0.03%	228
2018 Q3	–	Sell	-15,350	Closed	-$378K	–	234
2018 Q2	$378K	Sell	15,350 -169	-1%	-$4.14K	0.04%	149
2018 Q1	$383K	Buy	15,519 +1,378	+10%	+$34K	0.04%	153
2017 Q4	$355K	Buy	+14,141	New	+$356K	0.04%	140

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 22.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beaumont Financial Advisors's GOVT Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 9,363 shares — an estimated $250K sold.

Beaumont Financial Advisors first reported a position in GOVT in Q4 2017 and held it in 11 quarters. The position peaked at $383K in Q1 2018. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

Beaumont Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 9,363 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $250K.
Beaumont Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Beaumont Financial Advisors's iShares US Treasury Bond ETF position peaked at $383K in Q1 2018.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.