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

CarsonAllaria 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
2022
Q1 		– Sell
-55
Closed -$1K – 335
2021
Q4 		$1K Buy
+55
New +$1.46K ﹤0.01% 338

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Bank of America
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CarsonAllaria Wealth Management's GOVT Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 55 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in GOVT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 55 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares US Treasury Bond ETF position peaked at $1K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.