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Brighton Jones LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Brighton Jones LLC’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
Q3 		– Sell
-24,492
Closed -$561K – 561
2023
Q2 		$561K Buy
24,492
+2,183
+10% +$50.6K 0.03% 278
2023
Q1 		$522K Sell
22,309
-620
-3% -$14.3K 0.03% 282
2022
Q4 		$521K Buy
+22,929
New +$521K 0.03% 242

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Brighton Jones LLC's GOVT Position: Q3 2023 in Review

Brighton Jones LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 24,492 shares — an estimated $561K sold.

Brighton Jones LLC first reported a position in GOVT in Q4 2022 and held it in 3 quarters. The position peaked at $561K in Q2 2023. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Brighton Jones LLC reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Brighton Jones LLC sold 24,492 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $561K.
  • Brighton Jones LLC first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Brighton Jones LLC's iShares US Treasury Bond ETF position peaked at $561K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Brighton Jones LLC's 13F filing for Q3 2023, filed 26 Oct 2023.