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Merriman Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Merriman Wealth 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
2023
Q1 		– Sell
-291,306
Closed -$6.62M – 205
2022
Q4 		$6.62M Buy
+291,306
New +$6.62M 0.34% 42
2018
Q4 		– Sell
-326,557
Closed -$7.95M – 186
2018
Q3 		$7.95M Buy
326,557
+3,199
+1% +$78.4K 1.7% 14
2018
Q2 		$7.96M Buy
+323,358
New +$7.92M 1.82% 14

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Merriman Wealth Management's GOVT Position: Q1 2023 in Review

Merriman Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 291,306 shares — an estimated $6.62M sold.

Merriman Wealth Management first reported a position in GOVT in Q2 2018 and held it in 3 quarters. The position peaked at $7.96M in Q2 2018. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Merriman Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 291,306 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $6.62M.
  • Merriman Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2018 and held it in 3 quarters.
  • Merriman Wealth Management's iShares US Treasury Bond ETF position peaked at $7.96M in Q2 2018.
  • 630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.