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Moss Adams Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Moss Adams Wealth 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
-142
Closed -$3.32K – 154
2023
Q1 		$3.32K Buy
142
+121
+576% +$2.79K ﹤0.01% 153
2022
Q4 		$478 Buy
+21
New +$477 ﹤0.01% 174

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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

Moss Adams Wealth Advisors's GOVT Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 142 shares — an estimated $3.32K sold.

Moss Adams Wealth Advisors first reported a position in GOVT in Q4 2022 and held it in 2 quarters. The position peaked at $3.32K in Q1 2023. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 142 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $3.32K.
  • Moss Adams Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's iShares US Treasury Bond ETF position peaked at $3.32K in Q1 2023.
  • 656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.