Lumature Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lumature Wealth Partners’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 Q2	$457K	Sell	19,964 -890	-4%	-$20.6K	0.27%	73
2023 Q1	$488K	Sell	20,854 -273	-1%	-$6.3K	0.27%	65
2022 Q4	$480K	Sell	21,127 -4,144	-16%	-$94.2K	0.27%	70
2022 Q3	$575K	Sell	25,271 -8,449	-25%	-$200K	0.31%	60
2022 Q2	$806K	Sell	33,720 -158,923	-82%	-$3.82M	0.36%	55
2022 Q1	$4.8M	Buy	192,643 +1,621	+0.8%	+$41.5K	1.93%	10
2021 Q4	$5.1M	Buy	191,022 +6,638	+4%	+$176K	1.98%	10
2021 Q3	$4.89M	Buy	184,384 +18,951	+11%	+$508K	2%	10
2021 Q2	$4.4M	Buy	165,433 +16,278	+11%	+$430K	1.82%	10
2021 Q1	$3.91M	Buy	149,155 +22,963	+18%	+$614K	2.05%	8
2020 Q4	$3.44M	Buy	+126,192	New	+$3.48M	3.25%	7

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 $83.7B AUM 27.22% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Lumature Wealth Partners's GOVT Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.3% in Q2 2023, selling an estimated $20.6K and leaving 19,964 shares worth $457K. The position accounts for 0.27% of the portfolio, ranked #73.

Lumature Wealth Partners first reported a position in GOVT in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.1M in Q4 2021. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Lumature Wealth Partners held 19,964 shares of iShares US Treasury Bond ETF worth $457K as of Q2 2023.
Lumature Wealth Partners sold 890 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $20.6K.
iShares US Treasury Bond ETF made up 0.27% of Lumature Wealth Partners's portfolio in Q2 2023, its #73 holding.
Lumature Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Treasury Bond ETF position peaked at $5.1M in Q4 2021.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.