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Goodwin Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Goodwin Investment Advisory’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
Q4 		– Sell
-2,908
Closed -$64.1K – 74
2023
Q3 		$64.1K Sell
2,908
-24
-0.8% -$540 0.04% 58
2023
Q2 		$67.1K Buy
2,932
+44
+2% +$1.02K 0.04% 57
2023
Q1 		$67.5K Sell
2,888
-11,130
-79% -$257K 0.04% 60
2022
Q4 		$318K Buy
14,018
+847
+6% +$19.3K 0.23% 35
2022
Q3 		$300K Buy
13,171
+196
+2% +$4.64K 0.23% 36
2022
Q2 		$310K Buy
12,975
+1,080
+9% +$26K 0.24% 33
2022
Q1 		$297K Buy
11,895
+9,828
+475% +$252K 0.2% 38
2021
Q4 		$55K Buy
2,067
+789
+62% +$20.9K 0.04% 73
2021
Q3 		$34K Sell
1,278
-12,240
-91% -$328K 0.03% 87
2021
Q2 		$360K Sell
13,518
-9,715
-42% -$256K 0.39% 20
2021
Q1 		$608K Sell
23,233
-3,169
-12% -$84.7K 0.72% 15
2020
Q4 		$717K Buy
+26,402
New +$728K 0.88% 13

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goodwin Investment Advisory's GOVT Position: Q4 2023 in Review

Goodwin Investment Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 2,908 shares — an estimated $64.1K sold.

Goodwin Investment Advisory first reported a position in GOVT in Q4 2020 and held it in 12 quarters. The position peaked at $717K in Q4 2020. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Goodwin Investment Advisory reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 2,908 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $64.1K.
  • Goodwin Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Goodwin Investment Advisory's iShares US Treasury Bond ETF position peaked at $717K in Q4 2020.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Goodwin Investment Advisory's 13F filing for Q4 2023, filed 31 Jan 2024.