Rebalance’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rebalance’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 Q1	–	Sell	-1	Closed	-$11	–	95
2022 Q4	$11	Buy	+1	New	+$23	﹤0.01%	138

Other funds holding GOVT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Rebalance's GOVT Position: Q1 2023 in Review

Rebalance sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 1 share — an estimated $11 sold.

Rebalance first reported a position in GOVT in Q4 2022 and held it in 1 quarter. The position peaked at $11 in Q4 2022. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

Rebalance reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Rebalance sold 1 iShares US Treasury Bond ETF share in Q1 2023, an estimated $11.
Rebalance first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
Rebalance's iShares US Treasury Bond ETF position peaked at $11 in Q4 2022.
630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.