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Rowlandmiller & Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rowlandmiller & 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
2021
Q4 		– Sell
-12,638
Closed -$354K – 190
2021
Q3 		$354K Buy
+12,638
New +$338K 0.12% 91
2021
Q1 		– Sell
-12,638
Closed -$344K – 171
2020
Q4 		$344K Hold
12,638
– – 0.1% 106
2020
Q3 		$354K Hold
12,638
– – 0.14% 83
2020
Q2 		$354K Hold
12,638
– – 0.12% 91
2020
Q1 		$354K Buy
+12,638
New +$339K 0.14% 83

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

Rowlandmiller & Partners's GOVT Position: Q4 2021 in Review

Rowlandmiller & Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 12,638 shares — an estimated $354K sold.

Rowlandmiller & Partners first reported a position in GOVT in Q1 2020 and held it in 5 quarters. The position peaked at $354K in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Rowlandmiller & Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Rowlandmiller & Partners sold 12,638 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $354K.
  • Rowlandmiller & Partners first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
  • Rowlandmiller & Partners's iShares US Treasury Bond ETF position peaked at $354K in Q3 2020.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Rowlandmiller & Partners's 13F filing for Q4 2021, filed 14 Feb 2022.