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	–	326
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $18.2B AUM 22.02% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Graves Light Lenhart Wealth's GOVT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 3,490 shares — an estimated $83K sold.

Graves Light Lenhart Wealth first reported a position in GOVT in Q3 2019 and held it in 8 quarters. The position peaked at $286K in Q3 2019. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,490 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $83K.
Graves Light Lenhart Wealth first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 8 quarters.
Graves Light Lenhart Wealth's iShares US Treasury Bond ETF position peaked at $286K in Q3 2019.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.