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Gleason Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gleason Group’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 		– Sell
-166
Closed -$4K – 233
2022
Q2 		$4K Buy
+166
New +$3.99K ﹤0.01% 205

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 $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Gleason Group's GOVT Position: Q3 2022 in Review

Gleason Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 166 shares — an estimated $4K sold.

Gleason Group first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Gleason Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Gleason Group sold 166 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $4K.
  • Gleason Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Gleason Group's iShares US Treasury Bond ETF position peaked at $4K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Gleason Group's 13F filing for Q3 2022, filed 11 Oct 2022.