ISWM
GOVT icon

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 0.09% 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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return