GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-5
Closed -$5K – 607
2021
Q3 		$5K Buy
+5
New +$134 ﹤0.01% 759

Other funds holding GOVT

Envestnet Asset Management
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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 $83.7B AUM 27.22% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GOVT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 5 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GOVT in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares US Treasury Bond ETF position peaked at $5K in Q3 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.