Burleson & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Burleson & Co’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
2022 Q4	$34	Sell	1 -8,431	-100%	-$192K	﹤0.01%	419
2022 Q3	$192K	Buy	8,432 +8,002	+1,861%	+$190K	0.04%	136
2022 Q2	$10K	Hold	430	–	–	﹤0.01%	269
2022 Q1	$11K	Sell	430 -1,576	-79%	-$40.4K	﹤0.01%	267
2021 Q4	$54K	Sell	2,006 -30	-1%	-$794	0.01%	192
2021 Q3	$54K	Sell	2,036 -1	-0%	-$27	0.01%	186
2021 Q2	$54K	Sell	2,037 -5,023	-71%	-$133K	0.01%	189
2021 Q1	$185K	Buy	+7,060	New	+$189K	0.03%	133
2020 Q3	–	Sell	-7,522	Closed	-$212K	–	135
2020 Q2	$212K	Buy	+7,522	New	+$210K	0.05%	118

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Burleson & Co's GOVT Position: Q4 2022 in Review

Burleson & Co reduced its iShares US Treasury Bond ETF (GOVT) stake by 100% in Q4 2022, selling an estimated $192K and leaving 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Burleson & Co first reported a position in GOVT in Q2 2020 and has held it in 9 quarters since. The position peaked at $212K in Q2 2020. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

Burleson & Co held 1 share of iShares US Treasury Bond ETF worth $34 as of Q4 2022.
Burleson & Co sold 8,431 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $192K.
iShares US Treasury Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #419 holding.
Burleson & Co first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 9 quarters since.
Burleson & Co's iShares US Treasury Bond ETF position peaked at $212K in Q2 2020.
628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.