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Graves Light Lenhart Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Graves Light Lenhart Wealth’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
-3,490
Closed -$83K – 327
2022
Q2 		$83K Hold
3,490
– – 0.01% 252
2022
Q1 		$87K Hold
3,490
– – 0.01% 284
2021
Q4 		$93K Hold
3,490
– – 0.01% 313
2021
Q3 		$93K Hold
3,490
– – 0.01% 287
2021
Q2 		$93K Hold
3,490
– – 0.01% 292
2021
Q1 		$91K Hold
3,490
– – 0.02% 293
2020
Q4 		$95K Buy
+3,490
New +$96.3K 0.02% 272
2019
Q4 		– Sell
-10,885
Closed -$286K – 183
2019
Q3 		$286K Buy
+10,885
New +$284K 0.06% 133

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 $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return