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Northstar Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Northstar Advisory Group’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 		– Sell
-216,008
Closed -$5.73M – 110
2021
Q3 		$5.73M Buy
+216,008
New +$5.79M 5.62% 6

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

Northstar Advisory Group's GOVT Position: Q4 2021 in Review

Northstar Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 216,008 shares — an estimated $5.73M sold.

Northstar Advisory Group first reported a position in GOVT in Q3 2021 and held it in 1 quarter. The position peaked at $5.73M in Q3 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Northstar Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 216,008 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $5.73M.
  • Northstar Advisory Group first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's iShares US Treasury Bond ETF position peaked at $5.73M in Q3 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.