BFC
GOVT icon

Bedel Financial Consulting’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bedel Financial Consulting’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
-9,641
Closed -$219K – 232
2022
Q4 		$219K Buy
+9,641
New +$219K 0.05% 205
2022
Q2 		– Sell
-120
Closed -$3K – 458
2022
Q1 		$3K Hold
120
– – ﹤0.01% 829
2021
Q4 		$3K Sell
120
-102
-46% -$2.7K ﹤0.01% 838
2021
Q3 		$6K Buy
222
+107
+93% +$2.87K ﹤0.01% 748
2021
Q2 		$3K Sell
115
-1,478
-93% -$39K ﹤0.01% 829
2021
Q1 		$42K Sell
1,593
-452,834
-100% -$12.1M 0.02% 387
2020
Q4 		$12.4M Buy
454,427
+7,027
+2% +$194K 5.49% 2
2020
Q3 		$12.5M Buy
447,400
+14,311
+3% +$401K 6.25% 2
2020
Q2 		$12.1M Buy
+433,089
New +$12.1M 6.54% 2
2019
Q4 		– Sell
-11,539
Closed -$304K – 769
2019
Q3 		$304K Hold
11,539
– – 0.18% 103
2019
Q2 		$298K Hold
11,539
– – 0.18% 105
2019
Q1 		$291K Sell
11,539
-3,651
-24% -$90.8K 0.19% 100
2018
Q4 		$374K Hold
15,190
– – 0.27% 75
2018
Q3 		$367K Hold
15,190
– – 0.24% 83
2018
Q2 		$374K Buy
15,190
+516
+4% +$12.6K 0.28% 75
2018
Q1 		$362K Buy
+14,674
New +$362K 0.28% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bedel Financial Consulting's GOVT Position: Q1 2023 in Review

Bedel Financial Consulting sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 9,641 shares — an estimated $219K sold.

Bedel Financial Consulting first reported a position in GOVT in Q1 2018 and held it in 16 quarters. The position peaked at $12.5M in Q3 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Bedel Financial Consulting reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Bedel Financial Consulting sold 9,641 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $219K.
  • Bedel Financial Consulting first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 16 quarters.
  • Bedel Financial Consulting's iShares US Treasury Bond ETF position peaked at $12.5M in Q3 2020.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Bedel Financial Consulting's 13F filing for Q1 2023, filed 2 May 2023.