BerganKDV Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

BerganKDV Wealth 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
2023 Q2	$9.36M	Buy	408,558 +153,845	+60%	+$3.57M	0.94%	23
2023 Q1	$5.96M	Sell	254,713 -73,564	-22%	-$1.7M	0.61%	37
2022 Q4	$7.46M	Buy	328,277 +80,879	+33%	+$1.84M	0.81%	27
2022 Q3	$5.63M	Buy	247,398 +64,591	+35%	+$1.53M	0.67%	31
2022 Q2	$4.37M	Sell	182,807 -62,884	-26%	-$1.51M	0.5%	38
2022 Q1	$6.12M	Buy	245,691 +131,970	+116%	+$3.38M	0.65%	29
2021 Q4	$3.03M	Sell	113,721 -2,008	-2%	-$53.2K	0.32%	69
2021 Q3	$3.07M	Buy	115,729 +34,845	+43%	+$933K	0.35%	60
2021 Q2	$2.15M	Buy	80,884 +38,390	+90%	+$1.01M	0.26%	79
2021 Q1	$1.11M	Buy	+42,494	New	+$1.14M	0.14%	112
2019 Q2	–	Sell	-80	Closed	-$2K	–	748
2019 Q1	$2K	Buy	+80	New	+$1.99K	﹤0.01%	661

Other funds holding GOVT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BerganKDV Wealth Management's GOVT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 60% in Q2 2023, buying an estimated $3.57M and bringing the position to 408,558 shares worth $9.36M. The position accounts for 0.94% of the portfolio, ranked #23.

BerganKDV Wealth Management first reported a position in GOVT in Q1 2019 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

BerganKDV Wealth Management held 408,558 shares of iShares US Treasury Bond ETF worth $9.36M as of Q2 2023.
BerganKDV Wealth Management bought 153,845 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $3.57M.
iShares US Treasury Bond ETF made up 0.94% of BerganKDV Wealth Management's portfolio in Q2 2023, its #23 holding.
BerganKDV Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 11 quarters since.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.