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Herold Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Herold Advisors’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
Q2 		– Sell
-3,569
Closed -$88.9K – 370
2022
Q1 		$88.9K Sell
3,569
-6,235
-64% -$160K 0.03% 286
2021
Q4 		$261K Sell
9,804
-60
-0.6% -$1.59K 0.1% 173
2021
Q3 		$261K Buy
+9,864
New +$264K 0.1% 170

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Herold Advisors's GOVT Position: Q2 2022 in Review

Herold Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 3,569 shares — an estimated $88.9K sold.

Herold Advisors first reported a position in GOVT in Q3 2021 and held it in 3 quarters. The position peaked at $261K in Q4 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Herold Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,569 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $88.9K.
  • Herold Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 3 quarters.
  • Herold Advisors's iShares US Treasury Bond ETF position peaked at $261K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.