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Insight Wealth Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-75,968
Closed -$2.02M – 169
2021
Q3 		$2.02M Sell
75,968
-3,460
-4% -$92.7K 0.28% 49
2021
Q2 		$2.11M Sell
79,428
-16,199
-17% -$427K 0.3% 39
2021
Q1 		$2.5M Buy
95,627
+69,697
+269% +$1.86M 0.34% 38
2020
Q4 		$706K Buy
+25,930
New +$715K 0.12% 96

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Insight Wealth Strategies's GOVT Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 75,968 shares — an estimated $2.02M sold.

Insight Wealth Strategies first reported a position in GOVT in Q4 2020 and held it in 4 quarters. The position peaked at $2.5M in Q1 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 75,968 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $2.02M.
  • Insight Wealth Strategies first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's iShares US Treasury Bond ETF position peaked at $2.5M in Q1 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.