FA
GOVT icon

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 – 156
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
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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 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 $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return