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Financial Management Professionals’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Management Professionals’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
-398
Closed -$10K – 993
2022
Q2 		$10K Buy
+398
New +$9.58K ﹤0.01% 502

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 $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Financial Management Professionals's GOVT Position: Q3 2022 in Review

Financial Management Professionals sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 398 shares — an estimated $10K sold.

Financial Management Professionals first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Financial Management Professionals reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 398 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $10K.
  • Financial Management Professionals first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Financial Management Professionals's iShares US Treasury Bond ETF position peaked at $10K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.