LF
GOVT icon

Lantz Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lantz Financial’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
-21,588
Closed -$490K – 194
2022
Q4 		$490K Sell
21,588
-61,018
-74% -$1.39M 0.22% 108
2022
Q3 		$1.88M Buy
82,606
+20,330
+33% +$482K 0.98% 22
2022
Q2 		$1.49M Sell
62,276
-1,594
-2% -$38.4K 0.67% 46
2022
Q1 		$1.59M Buy
63,870
+3,251
+5% +$83.3K 0.65% 43
2021
Q4 		$1.62M Buy
60,619
+9,534
+19% +$252K 0.74% 39
2021
Q3 		$1.35M Sell
51,085
-335
-0.7% -$8.97K 0.69% 44
2021
Q2 		$1.37M Buy
51,420
+21,712
+73% +$573K 0.7% 42
2021
Q1 		$778K Buy
+29,708
New +$794K 0.44% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lantz Financial's GOVT Position: Q1 2023 in Review

Lantz Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 21,588 shares — an estimated $490K sold.

Lantz Financial first reported a position in GOVT in Q1 2021 and held it in 8 quarters. The position peaked at $1.88M in Q3 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Lantz Financial reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lantz Financial sold 21,588 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $490K.
  • Lantz Financial first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
  • Lantz Financial's iShares US Treasury Bond ETF position peaked at $1.88M in Q3 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Lantz Financial's 13F filing for Q1 2023, filed 10 Apr 2023.