Fortis Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-4,262	Closed	-$99.6K	–	154
2023 Q1	$99.6K	Buy	4,262 +1,870	+78%	+$43.2K	0.07%	122
2022 Q4	$54.4K	Sell	2,392 -3,740	-61%	-$85K	0.04%	152
2022 Q3	$140K	Buy	6,132 +1,499	+32%	+$35.5K	0.1%	103
2022 Q2	$111K	Buy	4,633 +1,130	+32%	+$27.2K	0.07%	118
2022 Q1	$87K	Buy	3,503 +276	+9%	+$7.07K	0.05%	169
2021 Q4	$86K	Sell	3,227 -48	-1%	-$1.27K	0.05%	150
2021 Q3	$87K	Sell	3,275 -1,235	-27%	-$33.1K	0.05%	152
2021 Q2	$120K	Buy	4,510 +2,201	+95%	+$58.1K	0.07%	126
2021 Q1	$60K	Buy	+2,309	New	+$61.7K	0.04%	137

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Fortis Advisors's GOVT Position: Q2 2023 in Review

Fortis Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 4,262 shares — an estimated $99.6K sold.

Fortis Advisors first reported a position in GOVT in Q1 2021 and held it in 9 quarters. The position peaked at $140K in Q3 2022. 657 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Fortis Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 4,262 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $99.6K.
Fortis Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 9 quarters.
Fortis Advisors's iShares US Treasury Bond ETF position peaked at $140K in Q3 2022.
657 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.