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Fortune 45 LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fortune 45 LLC’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
-7,609
Closed -$203K – 59
2021
Q4 		$203K Buy
+7,609
New +$201K 0.18% 56

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Bank of America
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Truist Financial
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UCFA
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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

Fortune 45 LLC's GOVT Position: Q1 2022 in Review

Fortune 45 LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 7,609 shares — an estimated $203K sold.

Fortune 45 LLC first reported a position in GOVT in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Fortune 45 LLC reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Fortune 45 LLC sold 7,609 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $203K.
  • Fortune 45 LLC first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Fortune 45 LLC's iShares US Treasury Bond ETF position peaked at $203K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Fortune 45 LLC's 13F filing for Q1 2022, filed 12 Apr 2022.