EFS
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Econ Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Econ Financial Services’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
-18,688
Closed -$499K – 169
2021
Q4 		$499K Buy
+18,688
New +$495K 0.37% 61

Other funds holding GOVT

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
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

Econ Financial Services's GOVT Position: Q1 2022 in Review

Econ Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 18,688 shares — an estimated $499K sold.

Econ Financial Services first reported a position in GOVT in Q4 2021 and held it in 1 quarter. The position peaked at $499K in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Econ Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Econ Financial Services sold 18,688 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $499K.
  • Econ Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Econ Financial Services's iShares US Treasury Bond ETF position peaked at $499K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Econ Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.