NWM
GOVT icon

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

Northwest 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
Q3 		– Sell
-9,311
Closed -$213K – 153
2023
Q2 		$213K Sell
9,311
-332
-3% -$7.7K 0.08% 138
2023
Q1 		$225K Sell
9,643
-1,168
-11% -$27K 0.09% 138
2022
Q4 		$246K Sell
10,811
-1,382
-11% -$31.4K 0.11% 122
2022
Q3 		$278K Sell
12,193
-2,491
-17% -$59K 0.12% 116
2022
Q2 		$351K Sell
14,684
-10,371
-41% -$250K 0.15% 108
2022
Q1 		$624K Sell
25,055
-1,332
-5% -$34.1K 0.31% 77
2021
Q4 		$704K Sell
26,387
-558
-2% -$14.8K 0.33% 68
2021
Q3 		$715K Sell
26,945
-3,289
-11% -$88.1K 0.35% 65
2021
Q2 		$804K Sell
30,234
-30,300
-50% -$800K 0.43% 58
2021
Q1 		$1.58M Buy
60,534
+6,592
+12% +$176K 0.99% 29
2020
Q4 		$1.47M Buy
53,942
+24,836
+85% +$685K 1.01% 28
2020
Q3 		$814K Buy
29,106
+6,800
+30% +$191K 0.68% 44
2020
Q2 		$624K Buy
22,306
+4,316
+24% +$121K 0.54% 48
2020
Q1 		$504K Buy
17,990
+8,166
+83% +$219K 0.51% 54
2019
Q4 		$255K Buy
+9,824
New +$257K 0.23% 87
2018
Q3 		– Sell
-48,801
Closed -$1.2M – 525
2018
Q2 		$1.2M Sell
48,801
-6,994
-13% -$171K 0.9% 28
2018
Q1 		$1.38M Buy
55,795
+11,319
+25% +$279K 1.02% 24
2017
Q4 		$1.11M Buy
+44,476
New +$1.12M 0.91% 35

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Northwest Wealth Management's GOVT Position: Q3 2023 in Review

Northwest Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 9,311 shares — an estimated $213K sold.

Northwest Wealth Management first reported a position in GOVT in Q4 2017 and held it in 18 quarters. The position peaked at $1.58M in Q1 2021. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Northwest Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Wealth Management sold 9,311 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $213K.
  • Northwest Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
  • Northwest Wealth Management's iShares US Treasury Bond ETF position peaked at $1.58M in Q1 2021.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Northwest Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.