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

MKT 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
2023 Q2	–	Sell	-9,240	Closed	-$218K	–	147
2023 Q1	$218K	Buy	+9,240	New	+$213K	0.16%	126
2022 Q4	–	Sell	-11,782	Closed	-$268K	–	146
2022 Q3	$268K	Buy	11,782 +446	+4%	+$10.6K	0.23%	90
2022 Q2	$271K	Buy	11,336 +2,267	+25%	+$54.5K	0.21%	100
2022 Q1	$217K	Sell	9,069 -1,950	-18%	-$49.9K	0.16%	122
2021 Q4	$285K	Buy	+11,019	New	+$292K	0.22%	103

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 $74.2B AUM 21.09% 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

MKT Advisors's GOVT Position: Q2 2023 in Review

MKT Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 9,240 shares — an estimated $218K sold.

MKT Advisors first reported a position in GOVT in Q4 2021 and held it in 5 quarters. The position peaked at $285K in Q4 2021. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

MKT Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
MKT Advisors sold 9,240 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $218K.
MKT Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
MKT Advisors's iShares US Treasury Bond ETF position peaked at $285K in Q4 2021.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on MKT Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.