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

FourThought Financial’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 Q3	$677K	Buy	29,757 +4,547	+18%	+$108K	0.1%	138
2022 Q2	$603K	Buy	25,210 +5,111	+25%	+$123K	0.09%	160
2022 Q1	$501K	Buy	20,099 +6,550	+48%	+$168K	0.06%	194
2021 Q4	$361K	Buy	13,549 +2,014	+17%	+$53.3K	0.05%	248
2021 Q3	$306K	Buy	11,535 +8,450	+274%	+$226K	0.04%	276
2021 Q2	$82K	Hold	3,085	–	–	0.01%	556
2021 Q1	$80K	Hold	3,085	–	–	0.01%	556
2020 Q4	$84K	Buy	+3,085	New	+$85.1K	0.01%	524

Other funds holding GOVT

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SCM

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

FourThought Financial's GOVT Position: Q3 2022 in Review

FourThought Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q3 2022, buying an estimated $108K and bringing the position to 29,757 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #138.

FourThought Financial first reported a position in GOVT in Q4 2020 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

FourThought Financial held 29,757 shares of iShares US Treasury Bond ETF worth $677K as of Q3 2022.
FourThought Financial bought 4,547 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $108K.
iShares US Treasury Bond ETF made up 0.1% of FourThought Financial's portfolio in Q3 2022, its #138 holding.
FourThought Financial first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.