Hayden Royal’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hayden Royal’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	$863K	Sell	32,343 -643	-2%	-$17K	2.02%	10
2021 Q3	$875K	Sell	32,986 -5,186	-14%	-$139K	1.43%	18
2021 Q2	$1.01M	Buy	38,172 +22,653	+146%	+$598K	0.56%	41
2021 Q1	$406K	Sell	15,519 -4,943	-24%	-$132K	0.23%	102
2020 Q4	$557K	Buy	20,462 +2,849	+16%	+$78.6K	0.3%	79
2020 Q3	$492K	Buy	17,613 +169	+1%	+$4.74K	0.26%	93
2020 Q2	$488K	Sell	17,444 -39,873	-70%	-$1.12M	0.27%	77
2020 Q1	$1.61M	Buy	57,317 +31,882	+125%	+$855K	0.94%	25
2019 Q4	$674K	Buy	25,435 +4,984	+24%	+$130K	0.34%	72
2019 Q3	$538K	Buy	20,451 +9,294	+83%	+$243K	0.47%	69
2019 Q2	$286K	Buy	+11,157	New	+$282K	0.3%	104

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Hayden Royal's GOVT Position: Q4 2021 in Review

Hayden Royal reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.9% in Q4 2021, selling an estimated $17K and leaving 32,343 shares worth $863K. The position accounts for 2.02% of the portfolio, ranked #10.

Hayden Royal first reported a position in GOVT in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Hayden Royal held 32,343 shares of iShares US Treasury Bond ETF worth $863K as of Q4 2021.
Hayden Royal sold 643 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $17K.
iShares US Treasury Bond ETF made up 2.02% of Hayden Royal's portfolio in Q4 2021, its #10 holding.
Hayden Royal first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 11 quarters since.
Hayden Royal's iShares US Treasury Bond ETF position peaked at $1.61M in Q1 2020.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.