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

Legacy Financial Advisors’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
Q1 		– Sell
-107,810
Closed -$2.88M – 244
2021
Q4 		$2.88M Sell
107,810
-1,000,266
-90% -$26.5M 0.66% 17
2021
Q3 		$29.4M Buy
1,108,076
+61,002
+6% +$1.63M 7.21% 4
2021
Q2 		$27.9M Buy
1,047,074
+709,342
+210% +$18.7M 7.05% 4
2021
Q1 		$8.85M Buy
+337,732
New +$9.02M 2.42% 7

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Financial Advisors's GOVT Position: Q1 2022 in Review

Legacy Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 107,810 shares — an estimated $2.88M sold.

Legacy Financial Advisors first reported a position in GOVT in Q1 2021 and held it in 4 quarters. The position peaked at $29.4M in Q3 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Legacy Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 107,810 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $2.88M.
  • Legacy Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • Legacy Financial Advisors's iShares US Treasury Bond ETF position peaked at $29.4M in Q3 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Legacy Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.