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Core Wealth Advisors (Florida)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Core Wealth Advisors (Florida)’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
-14
Closed -$328 – 253
2023
Q1 		$328 Buy
+14
New +$323 ﹤0.01% 251

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GOVT Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 14 shares — an estimated $328 sold.

Core Wealth Advisors (Florida) first reported a position in GOVT in Q1 2023 and held it in 1 quarter. The position peaked at $328 in Q1 2023. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 14 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $328.
  • Core Wealth Advisors (Florida) first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s iShares US Treasury Bond ETF position peaked at $328 in Q1 2023.
  • 656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.