H6H
GOVT icon

Hightower 6M Holding’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hightower 6M Holding’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 		$2.85M Sell
125,236
-3,991
-3% -$94.5K 0.26% 56
2022
Q2 		$3.09M Sell
129,227
-4,105
-3% -$98.8K 0.26% 53
2022
Q1 		$3.32M Buy
+133,332
New +$3.41M 0.25% 57

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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 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 $1.66T 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 $10.6B AUM 19.73% 1-Year Est. Return

Hightower 6M Holding's GOVT Position: Q3 2022 in Review

Hightower 6M Holding reduced its iShares US Treasury Bond ETF (GOVT) stake by 3.1% in Q3 2022, selling an estimated $94.5K and leaving 125,236 shares worth $2.85M. The position accounts for 0.26% of the portfolio, ranked #56.

Hightower 6M Holding first reported a position in GOVT in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.32M in Q1 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Hightower 6M Holding held 125,236 shares of iShares US Treasury Bond ETF worth $2.85M as of Q3 2022.
  • Hightower 6M Holding sold 3,991 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $94.5K.
  • iShares US Treasury Bond ETF made up 0.26% of Hightower 6M Holding's portfolio in Q3 2022, its #56 holding.
  • Hightower 6M Holding first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's iShares US Treasury Bond ETF position peaked at $3.32M in Q1 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.