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Private Portfolio Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Private Portfolio 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
2022
Q3 		– Sell
-135,469
Closed -$3.24M – 272
2022
Q2 		$3.24M Sell
135,469
-4,220
-3% -$102K 0.9% 28
2022
Q1 		$3.48M Buy
139,689
+20,854
+18% +$534K 0.86% 25
2021
Q4 		$3.17M Buy
118,835
+2,184
+2% +$57.8K 0.81% 25
2021
Q3 		$3.09M Sell
116,651
-26,090
-18% -$699K 0.88% 24
2021
Q2 		$3.8M Buy
142,741
+6,245
+5% +$165K 1.1% 19
2021
Q1 		$3.57M Buy
136,496
+31,596
+30% +$844K 1.16% 18
2020
Q4 		$2.86M Buy
104,900
+2,956
+3% +$81.5K 1.01% 22
2020
Q3 		$2.85M Buy
101,944
+9,404
+10% +$264K 1.15% 20
2020
Q2 		$2.59M Sell
92,540
-36,877
-28% -$1.03M 1.2% 19
2020
Q1 		$3.63M Sell
129,417
-3,069
-2% -$82.3K 1.93% 9
2019
Q4 		$3.44M Buy
132,486
+29,569
+29% +$772K 1.49% 14
2019
Q3 		$2.71M Buy
102,917
+3,823
+4% +$99.8K 1.27% 16
2019
Q2 		$2.56M Buy
99,094
+63,521
+179% +$1.61M 1.1% 17
2019
Q1 		$898K Buy
+35,573
New +$884K 0.47% 59

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Private Portfolio Partners's GOVT Position: Q3 2022 in Review

Private Portfolio Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 135,469 shares — an estimated $3.24M sold.

Private Portfolio Partners first reported a position in GOVT in Q1 2019 and held it in 14 quarters. The position peaked at $3.8M in Q2 2021. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Private Portfolio Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Private Portfolio Partners sold 135,469 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $3.24M.
  • Private Portfolio Partners first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 14 quarters.
  • Private Portfolio Partners's iShares US Treasury Bond ETF position peaked at $3.8M in Q2 2021.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Private Portfolio Partners's 13F filing for Q3 2022, filed 7 Nov 2022.