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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 $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth's GOVT Position: Q4 2022 in Review

Evoke Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 2,101 shares — an estimated $48K sold.

Evoke Wealth first reported a position in GOVT in Q2 2020 and held it in 10 quarters. The position peaked at $59K in Q3 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Evoke Wealth reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,101 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $48K.
  • Evoke Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's iShares US Treasury Bond ETF position peaked at $59K in Q3 2020.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.