Harvest Group Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Harvest Group Wealth Management’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	–	Hold	0	–	–	–	191
2022 Q3	–	Sell	-3,855	Closed	-$91.3K	–	180
2022 Q2	$93K	Buy	3,855 +303	+9%	+$7.29K	0.06%	61
2022 Q1	$88K	Buy	3,552 +707	+25%	+$18.1K	0.05%	50
2021 Q4	$76K	Hold	2,845	–	–	0.04%	41
2021 Q3	$75K	Buy	2,845 +320	+13%	+$8.57K	0.04%	36
2021 Q2	$67K	Buy	+2,525	New	+$66.6K	0.04%	36

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

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

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

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Harvest Group Wealth Management's GOVT Position: Q4 2022 in Review

Harvest Group Wealth Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2022 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Harvest Group Wealth Management first reported a position in GOVT in Q2 2021 and has held it in 5 quarters since. The position peaked at $93K in Q2 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

Harvest Group Wealth Management held 0 shares of iShares US Treasury Bond ETF worth $6 as of Q4 2022.
Harvest Group Wealth Management left its iShares US Treasury Bond ETF share count unchanged in Q4 2022.
iShares US Treasury Bond ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q4 2022, its #191 holding.
Harvest Group Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2021 and has held it in 5 quarters since.
Harvest Group Wealth Management's iShares US Treasury Bond ETF position peaked at $93K in Q2 2022.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Harvest Group Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.