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

Birchcreek 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
2021
Q4 		– Sell
-35,023
Closed -$929K – 124
2021
Q3 		$929K Sell
35,023
-23,254
-40% -$623K 0.87% 32
2021
Q2 		$1.55M Buy
58,277
+5,106
+10% +$135K 1.49% 19
2021
Q1 		$1.39M Buy
53,171
+5,578
+12% +$149K 1.47% 19
2020
Q4 		$1.3M Buy
+47,593
New +$1.31M 1.27% 19

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Birchcreek Wealth Management's GOVT Position: Q4 2021 in Review

Birchcreek Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 35,023 shares — an estimated $929K sold.

Birchcreek Wealth Management first reported a position in GOVT in Q4 2020 and held it in 4 quarters. The position peaked at $1.55M in Q2 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Birchcreek Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 35,023 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $929K.
  • Birchcreek Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
  • Birchcreek Wealth Management's iShares US Treasury Bond ETF position peaked at $1.55M in Q2 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Birchcreek Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.