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Roger Wittlin Investment Advisory’s iShares US Treasury Bond ETF GOVT Stock Holding History

Roger Wittlin Investment Advisory’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
Q2 		– Sell
-32,727
Closed -$815K – 30
2022
Q1 		$815K Buy
32,727
+58
+0.2% +$1.49K 0.75% 15
2021
Q4 		$871K Buy
+32,669
New +$865K 0.68% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Roger Wittlin Investment Advisory's GOVT Position: Q2 2022 in Review

Roger Wittlin Investment Advisory sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 32,727 shares — an estimated $815K sold.

Roger Wittlin Investment Advisory first reported a position in GOVT in Q4 2021 and held it in 2 quarters. The position peaked at $871K in Q4 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Roger Wittlin Investment Advisory reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 32,727 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $815K.
  • Roger Wittlin Investment Advisory first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Roger Wittlin Investment Advisory's iShares US Treasury Bond ETF position peaked at $871K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.