EWM
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Edge Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Edge 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
-274
Closed -$7K – 243
2021
Q4 		$7K Hold
274
– – ﹤0.01% 309
2021
Q3 		$7K Hold
274
– – ﹤0.01% 325
2021
Q2 		$7K Hold
274
– – ﹤0.01% 324
2021
Q1 		$7K Hold
274
– – ﹤0.01% 314
2020
Q4 		$8K Sell
274
-28,789
-99% -$794K ﹤0.01% 279
2020
Q3 		$812K Sell
29,063
-10,532
-27% -$295K 0.19% 60
2020
Q2 		$1.11M Sell
39,595
-62
-0.2% -$1.73K 0.21% 64
2020
Q1 		$1.11M Buy
39,657
+27,704
+232% +$743K 0.24% 57
2019
Q4 		$310K Buy
+11,953
New +$312K 0.06% 122

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Edge Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 274 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in GOVT in Q4 2019 and held it in 9 quarters. The position peaked at $1.11M in Q1 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Edge Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 274 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $7K.
  • Edge Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
  • Edge Wealth Management's iShares US Treasury Bond ETF position peaked at $1.11M in Q1 2020.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.