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Hedeker Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hedeker Wealth’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
Q3 		– Sell
-277,773
Closed -$7.39M – 93
2021
Q2 		$7.39M Sell
277,773
-426,978
-61% -$11.3M 2.3% 9
2021
Q1 		$18.5M Sell
704,751
-56,557
-7% -$1.51M 6.48% 2
2020
Q4 		$20.7M Buy
+761,308
New +$21M 7.25% 2

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hedeker Wealth's GOVT Position: Q3 2021 in Review

Hedeker Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 277,773 shares — an estimated $7.39M sold.

Hedeker Wealth first reported a position in GOVT in Q4 2020 and held it in 3 quarters. The position peaked at $20.7M in Q4 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • Hedeker Wealth reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Hedeker Wealth sold 277,773 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $7.39M.
  • Hedeker Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Hedeker Wealth's iShares US Treasury Bond ETF position peaked at $20.7M in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Hedeker Wealth's 13F filing for Q3 2021, filed 27 Oct 2021.