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Financial Planners of Cleveland’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-53,928
Closed -$1.34M – 16
2022
Q1 		$1.34M Buy
+53,928
New +$1.38M 0.56% 19

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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Financial Planners of Cleveland's GOVT Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 53,928 shares — an estimated $1.34M sold.

Financial Planners of Cleveland first reported a position in GOVT in Q1 2022 and held it in 1 quarter. The position peaked at $1.34M in Q1 2022. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 53,928 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $1.34M.
  • Financial Planners of Cleveland first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Financial Planners of Cleveland's iShares US Treasury Bond ETF position peaked at $1.34M in Q1 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.