EI
GOVT icon

Ellevest Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ellevest Inc’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
2021
Q4 		– Sell
-928
Closed -$25K – 1511
2021
Q3 		$25K Hold
928
– – ﹤0.01% 618
2021
Q2 		$25K Hold
928
– – ﹤0.01% 602
2021
Q1 		$24K Hold
928
– – ﹤0.01% 621
2020
Q4 		$25K Hold
928
– – ﹤0.01% 585
2020
Q3 		$26K Hold
928
– – ﹤0.01% 477
2020
Q2 		$26K Hold
928
– – 0.01% 451
2020
Q1 		$26K Hold
928
– – 0.01% 378
2019
Q4 		$24K Hold
928
– – 0.01% 381
2019
Q3 		$24K Buy
+928
New +$24.2K 0.01% 169

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Ellevest Inc's GOVT Position: Q4 2021 in Review

Ellevest Inc sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 928 shares — an estimated $25K sold.

Ellevest Inc first reported a position in GOVT in Q3 2019 and held it in 9 quarters. The position peaked at $26K in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Ellevest Inc reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 928 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $25K.
  • Ellevest Inc first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 9 quarters.
  • Ellevest Inc's iShares US Treasury Bond ETF position peaked at $26K in Q3 2020.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.