Jackson Grant Investment Advisers’s iShares US Treasury Bond ETF GOVT Stock Holding History

Jackson Grant Investment Advisers’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 Q1	–	Sell	-1,232	Closed	-$28K	–	464
2022 Q4	$28K	Buy	1,232 +10	+0.8%	+$227	0.01%	232
2022 Q3	$28K	Buy	1,222 +5	+0.4%	+$118	0.01%	230
2022 Q2	$29K	Buy	1,217 +4	+0.3%	+$96	0.01%	236
2022 Q1	$30K	Buy	1,213 +2	+0.2%	+$51	0.01%	251
2021 Q4	$32K	Buy	1,211 +4	+0.3%	+$106	0.02%	202
2021 Q3	$32K	Buy	1,207 +3	+0.2%	+$80	0.01%	249
2021 Q2	$32K	Buy	1,204 +3	+0.2%	+$79	0.01%	248
2021 Q1	$31K	Buy	1,201 +1	+0.1%	+$27	0.01%	244
2020 Q4	$33K	Buy	1,200 +15	+1%	+$414	0.02%	214
2020 Q3	$33K	Buy	1,185 +3	+0.3%	+$84	0.02%	167
2020 Q2	$33K	Buy	1,182 +5	+0.4%	+$140	0.02%	161
2020 Q1	$33K	Buy	1,177 +3	+0.3%	+$80	0.02%	156
2019 Q4	$30K	Buy	1,174 +7	+0.6%	+$183	0.02%	169
2019 Q3	$31K	Buy	1,167 +6	+0.5%	+$157	0.02%	171
2019 Q2	$30K	Buy	1,161 +6	+0.5%	+$152	0.02%	169
2019 Q1	$29K	Buy	1,155 +2	+0.2%	+$50	0.02%	168
2018 Q4	$28K	Buy	+1,153	New	+$28K	0.02%	170

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jackson Grant Investment Advisers's GOVT Position: Q1 2023 in Review

Jackson Grant Investment Advisers sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 1,232 shares — an estimated $28K sold.

Jackson Grant Investment Advisers first reported a position in GOVT in Q4 2018 and held it in 17 quarters. The position peaked at $33K in Q4 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

Jackson Grant Investment Advisers reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 1,232 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $28K.
Jackson Grant Investment Advisers first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 17 quarters.
Jackson Grant Investment Advisers's iShares US Treasury Bond ETF position peaked at $33K in Q4 2020.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2023, filed 2 May 2023.