Financial Strategies Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Financial Strategies Group’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	-189,360	Closed	-$4.72M	–	86
2022 Q1	$4.72M	Buy	189,360 +3,464	+2%	+$88.7K	1.88%	13
2021 Q4	$4.96M	Buy	185,896 +16,218	+10%	+$429K	2.02%	13
2021 Q3	$4.5M	Buy	169,678 +6,561	+4%	+$176K	2.01%	13
2021 Q2	$4.34M	Buy	163,117 +18,994	+13%	+$501K	2.01%	13
2021 Q1	$3.77M	Buy	144,123 +64,540	+81%	+$1.72M	1.96%	14
2020 Q4	$2.17M	Buy	79,583 +9,217	+13%	+$254K	1.21%	17
2020 Q3	$1.97M	Buy	70,366 +5,919	+9%	+$166K	1.33%	16
2020 Q2	$1.8M	Sell	64,447 -36,121	-36%	-$1.01M	1.34%	15
2020 Q1	$2.82M	Sell	100,568 -9,464	-9%	-$254K	2.55%	12
2019 Q4	$2.85M	Buy	+110,032	New	+$2.87M	2.3%	13

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Financial Strategies Group's GOVT Position: Q2 2022 in Review

Financial Strategies Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 189,360 shares — an estimated $4.72M sold.

Financial Strategies Group first reported a position in GOVT in Q4 2019 and held it in 10 quarters. The position peaked at $4.96M in Q4 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Financial Strategies Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Strategies Group sold 189,360 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $4.72M.
Financial Strategies Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
Financial Strategies Group's iShares US Treasury Bond ETF position peaked at $4.96M in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Financial Strategies Group's 13F filing for Q2 2022, filed 8 Aug 2022.