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

Ritholtz 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 Q4	–	Sell	-11,010	Closed	-$292K	–	564
2021 Q3	$292K	Hold	11,010	–	–	0.02%	373
2021 Q2	$293K	Hold	11,010	–	–	0.02%	373
2021 Q1	$288K	Sell	11,010 -2,071	-16%	-$55.3K	0.02%	317
2020 Q4	$356K	Hold	13,081	–	–	0.03%	221
2020 Q3	$366K	Hold	13,081	–	–	0.04%	177
2020 Q2	$366K	Sell	13,081 -554	-4%	-$15.5K	0.05%	146
2020 Q1	$382K	Sell	13,635 -4,917	-27%	-$132K	0.06%	92
2019 Q4	$481K	Sell	18,552 -219	-1%	-$5.72K	0.07%	83
2019 Q3	$494K	Buy	18,771 +2,877	+18%	+$75.1K	0.08%	73
2019 Q2	$410K	Sell	15,894 -8,845	-36%	-$224K	0.07%	81
2019 Q1	$624K	Sell	24,739 -69,888	-74%	-$1.74M	0.11%	66
2018 Q4	$2.33M	Buy	+94,627	New	+$2.3M	0.53%	26

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Ritholtz Wealth Management's GOVT Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 11,010 shares — an estimated $292K sold.

Ritholtz Wealth Management first reported a position in GOVT in Q4 2018 and held it in 12 quarters. The position peaked at $2.33M in Q4 2018. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Ritholtz Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Ritholtz Wealth Management sold 11,010 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $292K.
Ritholtz Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 12 quarters.
Ritholtz Wealth Management's iShares US Treasury Bond ETF position peaked at $2.33M in Q4 2018.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.