GW Henssler & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

GW Henssler & Associates’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 Q1	–	Sell	-8,233	Closed	-$220K	–	224
2021 Q4	$220K	Buy	+8,233	New	+$218K	0.01%	225
2021 Q3	–	Sell	-8,333	Closed	-$222K	–	154
2021 Q2	$222K	Sell	8,333 -3,800	-31%	-$100K	0.01%	216
2021 Q1	$318K	Hold	12,133	–	–	0.02%	177
2020 Q4	$331K	Buy	12,133 +1,266	+12%	+$34.9K	0.03%	156
2020 Q3	$304K	Buy	10,867 +1,960	+22%	+$55K	0.03%	152
2020 Q2	$249K	Buy	+8,907	New	+$249K	0.02%	151

Other funds holding GOVT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GW Henssler & Associates's GOVT Position: Q1 2022 in Review

GW Henssler & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 8,233 shares — an estimated $220K sold.

GW Henssler & Associates first reported a position in GOVT in Q2 2020 and held it in 6 quarters. The position peaked at $331K in Q4 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

GW Henssler & Associates reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
GW Henssler & Associates sold 8,233 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $220K.
GW Henssler & Associates first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
GW Henssler & Associates's iShares US Treasury Bond ETF position peaked at $331K in Q4 2020.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on GW Henssler & Associates's 13F filing for Q1 2022, filed 9 May 2022.