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High Net Worth Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

High Net Worth Advisory Group’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
Q3 		– Sell
-1,960
Closed -$47K – 696
2022
Q2 		$47K Buy
+1,960
New +$47.2K 0.02% 332

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

High Net Worth Advisory Group's GOVT Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 1,960 shares — an estimated $47K sold.

High Net Worth Advisory Group first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,960 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $47K.
  • High Net Worth Advisory Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's iShares US Treasury Bond ETF position peaked at $47K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.