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

Parisi Gray 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
2021 Q3	–	Sell	-188	Closed	-$5K	–	296
2021 Q2	$5K	Buy	+188	New	+$4.96K	﹤0.01%	512
2018 Q4	–	Sell	-138	Closed	-$3K	–	587
2018 Q3	$3K	Hold	138	–	–	﹤0.01%	522
2018 Q2	$3K	Hold	138	–	–	﹤0.01%	532
2018 Q1	$3K	Sell	138 -206	-60%	-$5.08K	﹤0.01%	544
2017 Q4	$9K	Buy	+344	New	+$8.65K	0.01%	467

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parisi Gray Wealth Management's GOVT Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 188 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in GOVT in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2017. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 188 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $5K.
Parisi Gray Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
Parisi Gray Wealth Management's iShares US Treasury Bond ETF position peaked at $9K in Q4 2017.
517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.