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Moloney Securities Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Moloney Securities Asset 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
2022
Q1 		– Sell
-7,857
Closed -$210K – 434
2021
Q4 		$210K Buy
7,857
+239
+3% +$6.33K 0.04% 402
2021
Q3 		$202K Buy
7,618
+17
+0.2% +$455 0.04% 394
2021
Q2 		$202K Buy
+7,601
New +$201K 0.04% 397
2019
Q3 		– Sell
-8,915
Closed -$230K – 336
2019
Q2 		$230K Sell
8,915
-3,846
-30% -$97.4K 0.08% 260
2019
Q1 		$322K Buy
12,761
+29
+0.2% +$721 0.11% 209
2018
Q4 		$314K Buy
12,732
+279
+2% +$6.79K 0.13% 190
2018
Q3 		$303K Sell
12,453
-1,588
-11% -$38.9K 0.11% 211
2018
Q2 		$346K Sell
14,041
-3,506
-20% -$85.9K 0.13% 190
2018
Q1 		$433K Sell
17,547
-18,459
-51% -$455K 0.18% 156
2017
Q4 		$903K Sell
36,006
-1,127
-3% -$28.3K 0.38% 86
2017
Q3 		$937K Buy
37,133
+7
+0% +$177 0.42% 67
2017
Q2 		$938K Buy
37,126
+9,160
+33% +$231K 0.47% 61
2017
Q1 		$701K Buy
27,966
+16,356
+141% +$409K 0.36% 85
2016
Q4 		$289K Buy
+11,610
New +$294K 0.17% 162

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Moloney Securities Asset Management's GOVT Position: Q1 2022 in Review

Moloney Securities Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 7,857 shares — an estimated $210K sold.

Moloney Securities Asset Management first reported a position in GOVT in Q4 2016 and held it in 14 quarters. The position peaked at $938K in Q2 2017. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Moloney Securities Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Moloney Securities Asset Management sold 7,857 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $210K.
  • Moloney Securities Asset Management first reported a position in iShares US Treasury Bond ETF in Q4 2016 and held it in 14 quarters.
  • Moloney Securities Asset Management's iShares US Treasury Bond ETF position peaked at $938K in Q2 2017.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Moloney Securities Asset Management's 13F filing for Q1 2022, filed 10 May 2022.