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

MD Financial Management’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
2021
Q4 		$159M Hold
5,944,181
– – 3.82% 3
2021
Q3 		$158M Buy
+5,944,181
New +$159M 3.99% 3

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

MD Financial Management's GOVT Position: Q4 2021 in Review

MD Financial Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2021 at 5,944,181 shares worth $159M. The position accounts for 3.82% of the portfolio, ranked #3.

MD Financial Management first reported a position in GOVT in Q3 2021 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • MD Financial Management held 5,944,181 shares of iShares US Treasury Bond ETF worth $159M as of Q4 2021.
  • MD Financial Management left its iShares US Treasury Bond ETF share count unchanged in Q4 2021.
  • iShares US Treasury Bond ETF made up 3.82% of MD Financial Management's portfolio in Q4 2021, its #3 holding.
  • MD Financial Management first reported a position in iShares US Treasury Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.