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Kowal Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-23,634
Closed -$538K – 157
2022
Q3 		$538K Buy
23,634
+6,605
+39% +$156K 0.18% 65
2022
Q2 		$407K Buy
17,029
+5,079
+43% +$122K 0.13% 75
2022
Q1 		$298K Buy
+11,950
New +$306K 0.09% 92

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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Kowal Investment Group's GOVT Position: Q4 2022 in Review

Kowal Investment Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 23,634 shares — an estimated $538K sold.

Kowal Investment Group first reported a position in GOVT in Q1 2022 and held it in 3 quarters. The position peaked at $538K in Q3 2022. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Kowal Investment Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kowal Investment Group sold 23,634 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $538K.
  • Kowal Investment Group first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
  • Kowal Investment Group's iShares US Treasury Bond ETF position peaked at $538K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Kowal Investment Group's 13F filing for Q4 2022, filed 25 Jan 2023.