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Forbes Financial Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History

Forbes Financial Planning’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
Q1 		– Sell
-209,095
Closed -$5.57M – 34
2021
Q4 		$5.57M Buy
+209,095
New +$5.54M 5.49% 7

Other funds holding GOVT

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
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 $74.2B AUM 21.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Forbes Financial Planning's GOVT Position: Q1 2022 in Review

Forbes Financial Planning sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 209,095 shares — an estimated $5.57M sold.

Forbes Financial Planning first reported a position in GOVT in Q4 2021 and held it in 1 quarter. The position peaked at $5.57M in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Forbes Financial Planning reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Forbes Financial Planning sold 209,095 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $5.57M.
  • Forbes Financial Planning first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Forbes Financial Planning's iShares US Treasury Bond ETF position peaked at $5.57M in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Forbes Financial Planning's 13F filing for Q1 2022, filed 13 May 2022.