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HBW Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

HBW Advisory Services’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
2023
Q3 		– Sell
-17,617
Closed -$403K – 318
2023
Q2 		$403K Sell
17,617
-1,305
-7% -$30.3K 0.09% 199
2023
Q1 		$442K Buy
18,922
+1,089
+6% +$25.2K 0.11% 175
2022
Q4 		$405K Buy
17,833
+494
+3% +$11.2K 0.11% 177
2022
Q3 		$395K Buy
17,339
+2,433
+16% +$57.6K 0.11% 169
2022
Q2 		$356K Buy
14,906
+1,955
+15% +$47K 0.09% 171
2022
Q1 		$323K Buy
12,951
+461
+4% +$11.8K 0.11% 169
2021
Q4 		$333K Buy
12,490
+1,557
+14% +$41.2K 0.08% 197
2021
Q3 		$290K Buy
10,933
+555
+5% +$14.9K 0.08% 205
2021
Q2 		$276K Sell
10,378
-9,260
-47% -$244K 0.07% 200
2021
Q1 		$514K Buy
19,638
+4,653
+31% +$124K 0.14% 143
2020
Q4 		$408K Buy
14,985
+4,068
+37% +$112K 0.12% 139
2020
Q3 		$305K Sell
10,917
-386
-3% -$10.8K 0.13% 138
2020
Q2 		$316K Sell
11,303
-19,405
-63% -$543K 0.15% 135
2020
Q1 		$4.64M Buy
+30,708
New +$824K 3.35% 3

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HBW Advisory Services's GOVT Position: Q3 2023 in Review

HBW Advisory Services sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 17,617 shares — an estimated $403K sold.

HBW Advisory Services first reported a position in GOVT in Q1 2020 and held it in 14 quarters. The position peaked at $4.64M in Q1 2020. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • HBW Advisory Services reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • HBW Advisory Services sold 17,617 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $403K.
  • HBW Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 14 quarters.
  • HBW Advisory Services's iShares US Treasury Bond ETF position peaked at $4.64M in Q1 2020.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.