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Gries Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gries Financial’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
Q4 		– Sell
-13,611
Closed -$310K – 157
2022
Q3 		$310K Buy
+13,611
New +$322K 0.13% 120
2022
Q2 		– Sell
-14,061
Closed -$350K – 137
2022
Q1 		$350K Buy
14,061
+6,140
+78% +$157K 0.13% 121
2021
Q4 		$211K Buy
+7,921
New +$210K 0.09% 152

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gries Financial's GOVT Position: Q4 2022 in Review

Gries Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 13,611 shares — an estimated $310K sold.

Gries Financial first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $350K in Q1 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Gries Financial reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gries Financial sold 13,611 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $310K.
  • Gries Financial first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Gries Financial's iShares US Treasury Bond ETF position peaked at $350K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Gries Financial's 13F filing for Q4 2022, filed 10 Jan 2023.