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Dixon Hughes Goodman Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$12K Hold
495
– – ﹤0.01% 499
2021
Q4 		$13K Buy
+495
New +$13.1K ﹤0.01% 424

Other funds holding GOVT

Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Dixon Hughes Goodman Wealth Advisors's GOVT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2022 at 495 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Dixon Hughes Goodman Wealth Advisors first reported a position in GOVT in Q4 2021 and has held it in 2 quarters since. The position peaked at $13K in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 495 shares of iShares US Treasury Bond ETF worth $12K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares US Treasury Bond ETF share count unchanged in Q1 2022.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #499 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares US Treasury Bond ETF position peaked at $13K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.