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

Outlook 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
2021 Q4	–	Sell	-162,512	Closed	-$4.31M	–	214
2021 Q3	$4.31M	Buy	162,512 +2,329	+1%	+$62.4K	1.41%	18
2021 Q2	$4.26M	Buy	160,183 +9,541	+6%	+$252K	1.36%	20
2021 Q1	$3.94M	Sell	150,642 -121,391	-45%	-$3.24M	1.37%	19
2020 Q4	$7.41M	Sell	272,033 -52,741	-16%	-$1.46M	2.7%	7
2020 Q3	$9.08M	Buy	324,774 +32,238	+11%	+$904K	3.61%	5
2020 Q2	$8.19M	Buy	292,536 +34,760	+13%	+$972K	3.47%	5
2020 Q1	$7.22M	Buy	+257,776	New	+$6.92M	4.08%	5

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Outlook Wealth Advisors's GOVT Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 162,512 shares — an estimated $4.31M sold.

Outlook Wealth Advisors first reported a position in GOVT in Q1 2020 and held it in 7 quarters. The position peaked at $9.08M in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Outlook Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 162,512 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $4.31M.
Outlook Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Outlook Wealth Advisors's iShares US Treasury Bond ETF position peaked at $9.08M in Q3 2020.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.