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Independent Solutions Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Independent Solutions Wealth Management’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
-14,073
Closed -$322K – 212
2023
Q2 		$322K Sell
14,073
-69
-0.5% -$1.6K 0.08% 162
2023
Q1 		$331K Sell
14,142
-1,614
-10% -$37.3K 0.1% 150
2022
Q4 		$358K Buy
15,756
+1,107
+8% +$25.2K 0.11% 149
2022
Q3 		$333K Buy
14,649
+3,348
+30% +$79.3K 0.11% 149
2022
Q2 		$270K Sell
11,301
-82
-0.7% -$1.97K 0.08% 173
2022
Q1 		$284K Hold
11,383
– – 0.07% 179
2021
Q4 		$304K Buy
11,383
+298
+3% +$7.89K 0.07% 179
2021
Q3 		$294K Buy
11,085
+697
+7% +$18.7K 0.07% 180
2021
Q2 		$276K Buy
10,388
+1,727
+20% +$45.6K 0.07% 183
2021
Q1 		$227K Buy
+8,661
New +$231K 0.06% 183

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

Independent Solutions Wealth Management's GOVT Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 14,073 shares — an estimated $322K sold.

Independent Solutions Wealth Management first reported a position in GOVT in Q1 2021 and held it in 10 quarters. The position peaked at $358K in Q4 2022. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 14,073 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $322K.
  • Independent Solutions Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 10 quarters.
  • Independent Solutions Wealth Management's iShares US Treasury Bond ETF position peaked at $358K in Q4 2022.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.