EWM
GOVT icon

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

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UCFA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return