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Guardian Wealth Management (Illinois)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Guardian Wealth Management (Illinois)’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
-910
Closed -$21K – 260
2022
Q3 		$21K Buy
+910
New +$21.6K 0.02% 135

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s GOVT Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 910 shares — an estimated $21K sold.

Guardian Wealth Management (Illinois) first reported a position in GOVT in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 910 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $21K.
  • Guardian Wealth Management (Illinois) first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s iShares US Treasury Bond ETF position peaked at $21K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.