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Better Money Decisions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-2,008
Closed -$53K – 275
2021
Q3 		$53K Buy
2,008
+458
+30% +$12.3K 0.04% 157
2021
Q2 		$41K Buy
1,550
+4
+0.3% +$106 0.04% 168
2021
Q1 		$40K Buy
+1,546
New +$41.3K 0.04% 136

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Better Money Decisions's GOVT Position: Q4 2021 in Review

Better Money Decisions sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 2,008 shares — an estimated $53K sold.

Better Money Decisions first reported a position in GOVT in Q1 2021 and held it in 3 quarters. The position peaked at $53K in Q3 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Better Money Decisions reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 2,008 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $53K.
  • Better Money Decisions first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's iShares US Treasury Bond ETF position peaked at $53K in Q3 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.