S.C. Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

S.C. Financial Services’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 Q4	–	Sell	-24,424	Closed	-$556K	–	125
2022 Q3	$556K	Buy	24,424 +7,155	+41%	+$169K	0.88%	34
2022 Q2	$413K	Sell	17,269 -9,583	-36%	-$231K	0.63%	53
2022 Q1	$669K	Sell	26,852 -2,728	-9%	-$69.9K	0.86%	37
2021 Q4	$773K	Buy	+29,580	New	+$783K	0.89%	34

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

S.C. Financial Services's GOVT Position: Q4 2022 in Review

S.C. Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 24,424 shares — an estimated $556K sold.

S.C. Financial Services first reported a position in GOVT in Q4 2021 and held it in 4 quarters. The position peaked at $773K in Q4 2021. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

S.C. Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
S.C. Financial Services sold 24,424 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $556K.
S.C. Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
S.C. Financial Services's iShares US Treasury Bond ETF position peaked at $773K in Q4 2021.
628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.