Reilly Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Reilly Financial 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	$39K	Hold	1,474	–	–	﹤0.01%	441
2021 Q3	$39K	Hold	1,474	–	–	﹤0.01%	418
2021 Q2	$39K	Hold	1,474	–	–	﹤0.01%	415
2021 Q1	$39K	Hold	1,474	–	–	﹤0.01%	406
2020 Q4	$40K	Hold	1,474	–	–	﹤0.01%	371
2020 Q3	$41K	Buy	+1,474	New	+$41.3K	﹤0.01%	327
2018 Q4	–	Sell	-12	Closed	–	–	973
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1021
2018 Q2	$0	Buy	+12	New	+$294	﹤0.01%	1005

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Reilly Financial Advisors's GOVT Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q4 2021 at 1,474 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Reilly Financial Advisors first reported a position in GOVT in Q2 2018 and has held it in 8 quarters since. The position peaked at $41K in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Reilly Financial Advisors held 1,474 shares of iShares US Treasury Bond ETF worth $39K as of Q4 2021.
Reilly Financial Advisors left its iShares US Treasury Bond ETF share count unchanged in Q4 2021.
iShares US Treasury Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #441 holding.
Reilly Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2018 and has held it in 8 quarters since.
Reilly Financial Advisors's iShares US Treasury Bond ETF position peaked at $41K in Q3 2020.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.