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

McDonald 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
2022 Q3	–	Sell	-10,175	Closed	-$243K	–	239
2022 Q2	$243K	Hold	10,175	–	–	0.06%	256
2022 Q1	$253K	Buy	10,175 +1,314	+15%	+$33.7K	0.06%	274
2021 Q4	$236K	Sell	8,861 -1,945	-18%	-$51.5K	0.22%	65
2021 Q3	$287K	Buy	10,806 +1	+0%	+$27	0.07%	250
2021 Q2	$287K	Sell	10,805 -158	-1%	-$4.17K	0.07%	251
2021 Q1	$287K	Sell	10,963 -500	-4%	-$13.4K	0.07%	241
2020 Q4	$312K	Buy	+11,463	New	+$316K	0.09%	221

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

McDonald Partners's GOVT Position: Q3 2022 in Review

McDonald Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 10,175 shares — an estimated $243K sold.

McDonald Partners first reported a position in GOVT in Q4 2020 and held it in 7 quarters. The position peaked at $312K in Q4 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

McDonald Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 10,175 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $243K.
McDonald Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
McDonald Partners's iShares US Treasury Bond ETF position peaked at $312K in Q4 2020.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.