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HawsGoodwin Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

HawsGoodwin Investment 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
2021
Q4 		$7.21M Sell
270,174
-78,474
-23% -$2.08M 2.1% 13
2021
Q3 		$9.25M Sell
348,648
-3,615
-1% -$96.8K 2.81% 10
2021
Q2 		$9.37M Sell
352,263
-87,805
-20% -$2.32M 2.88% 9
2021
Q1 		$11.5M Sell
440,068
-509,534
-54% -$13.6M 3.69% 7
2020
Q4 		$25.9M Buy
949,602
+11,952
+1% +$330K 8.12% 2
2020
Q3 		$26.2M Buy
937,650
+484,475
+107% +$13.6M 9.32% 1
2020
Q2 		$12.7M Sell
453,175
-303,104
-40% -$8.48M 4.98% 5
2020
Q1 		$21.2M Buy
756,279
+153,298
+25% +$4.11M 10.67% 1
2019
Q4 		$15.6M Buy
+602,981
New +$15.7M 8.17% 1

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

HawsGoodwin Investment Management's GOVT Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 23% in Q4 2021, selling an estimated $2.08M and leaving 270,174 shares worth $7.21M. The position accounts for 2.1% of the portfolio, ranked #13.

HawsGoodwin Investment Management first reported a position in GOVT in Q4 2019 and has held it in 9 quarters since. The position peaked at $26.2M in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • HawsGoodwin Investment Management held 270,174 shares of iShares US Treasury Bond ETF worth $7.21M as of Q4 2021.
  • HawsGoodwin Investment Management sold 78,474 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $2.08M.
  • iShares US Treasury Bond ETF made up 2.1% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #13 holding.
  • HawsGoodwin Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 9 quarters since.
  • HawsGoodwin Investment Management's iShares US Treasury Bond ETF position peaked at $26.2M in Q3 2020.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.