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Eldridge Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Eldridge Investment 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
Q3 		– Sell
-8,552
Closed -$204K – 134
2022
Q2 		$204K Buy
+8,552
New +$206K 0.08% 125
2022
Q1 		– Sell
-17,552
Closed -$468K – 129
2021
Q4 		$468K Sell
17,552
-13,500
-43% -$357K 0.15% 84
2021
Q3 		$824K Sell
31,052
-6,000
-16% -$161K 0.29% 54
2021
Q2 		$985K Sell
37,052
-114,008
-75% -$3.01M 0.36% 49
2021
Q1 		$3.96M Buy
151,060
+3,292
+2% +$88K 1.53% 13
2020
Q4 		$4.03M Sell
147,768
-10,282
-7% -$284K 1.68% 14
2020
Q3 		$4.42M Sell
158,050
-22,838
-13% -$640K 2.08% 12
2020
Q2 		$5.06M Buy
180,888
+53,267
+42% +$1.49M 2.52% 10
2020
Q1 		$3.58M Buy
+127,621
New +$3.42M 2.03% 13

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 $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return