EW
GOVT icon

Evoke Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-2,101
Closed -$48K – 687
2022
Q3 		$48K Hold
2,101
– – ﹤0.01% 521
2022
Q2 		$50K Hold
2,101
– – ﹤0.01% 514
2022
Q1 		$52K Hold
2,101
– – ﹤0.01% 516
2021
Q4 		$56K Hold
2,101
– – ﹤0.01% 513
2021
Q3 		$55K Hold
2,101
– – ﹤0.01% 497
2021
Q2 		$56K Hold
2,101
– – ﹤0.01% 512
2021
Q1 		$55K Hold
2,101
– – ﹤0.01% 442
2020
Q4 		$57K Hold
2,101
– – ﹤0.01% 359
2020
Q3 		$59K Hold
2,101
– – ﹤0.01% 336
2020
Q2 		$59K Buy
+2,101
New +$58.8K 0.01% 332

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return