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Principle Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Principle Wealth Partners’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
-18,685
Closed -$496K – 325
2021
Q3 		$496K Sell
18,685
-1,788
-9% -$47.9K 0.06% 197
2021
Q2 		$545K Sell
20,473
-501
-2% -$13.2K 0.06% 190
2021
Q1 		$549K Sell
20,974
-22,552
-52% -$603K 0.06% 181
2020
Q4 		$1.19M Buy
+43,526
New +$1.2M 0.16% 110
2020
Q3 		– Sell
-154
Closed -$4K – 262
2020
Q2 		$4K Buy
+154
New +$4.31K ﹤0.01% 445

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

Principle Wealth Partners's GOVT Position: Q4 2021 in Review

Principle Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 18,685 shares — an estimated $496K sold.

Principle Wealth Partners first reported a position in GOVT in Q2 2020 and held it in 5 quarters. The position peaked at $1.19M in Q4 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Principle Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 18,685 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $496K.
  • Principle Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
  • Principle Wealth Partners's iShares US Treasury Bond ETF position peaked at $1.19M in Q4 2020.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Principle Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.