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Beverly Hills Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-19,575
Closed -$458K – 324
2023
Q1 		$458K Buy
19,575
+9,742
+99% +$225K 0.14% 154
2022
Q4 		$223K Buy
+9,833
New +$223K 0.1% 206

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Beverly Hills Private Wealth's GOVT Position: Q2 2023 in Review

Beverly Hills Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 19,575 shares — an estimated $458K sold.

Beverly Hills Private Wealth first reported a position in GOVT in Q4 2022 and held it in 2 quarters. The position peaked at $458K in Q1 2023. 658 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

  • Beverly Hills Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 19,575 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $458K.
  • Beverly Hills Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Beverly Hills Private Wealth's iShares US Treasury Bond ETF position peaked at $458K in Q1 2023.
  • 658 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.