Laurel Wealth Advisors (California)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Laurel Wealth Advisors (California)’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	$967K	Sell	42,542 -34,085	-44%	-$775K	0.1%	221
2022 Q3	$1.74M	Buy	76,627 +20,495	+37%	+$486K	0.19%	125
2022 Q2	$1.34M	Sell	56,132 -704	-1%	-$16.9K	0.14%	168
2022 Q1	$1.42M	Buy	56,836 +38,804	+215%	+$994K	0.12%	186
2021 Q4	$481K	Buy	+18,032	New	+$477K	0.04%	460
2021 Q3	–	Sell	-9,256	Closed	-$246K	–	471
2021 Q2	$246K	Sell	9,256 -21,516	-70%	-$568K	0.03%	451
2021 Q1	$806K	Buy	+30,772	New	+$822K	0.12%	184

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GOVT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares US Treasury Bond ETF (GOVT) stake by 44% in Q4 2022, selling an estimated $775K and leaving 42,542 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #221.

Laurel Wealth Advisors (California) first reported a position in GOVT in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.74M in Q3 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

Laurel Wealth Advisors (California) held 42,542 shares of iShares US Treasury Bond ETF worth $967K as of Q4 2022.
Laurel Wealth Advisors (California) sold 34,085 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $775K.
iShares US Treasury Bond ETF made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #221 holding.
Laurel Wealth Advisors (California) first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 7 quarters since.
Laurel Wealth Advisors (California)'s iShares US Treasury Bond ETF position peaked at $1.74M in Q3 2022.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.