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San Luis Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-4,112
Closed -$110K – 220
2022
Q1 		$110K Buy
+4,112
New +$105K 0.05% 191

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Morgan Stanley
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UCFA
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Carson Wealth (CWM LLC)
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LPL Financial
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Temasek Holdings
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SCM
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San Luis Wealth Advisors's GOVT Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 4,112 shares — an estimated $110K sold.

San Luis Wealth Advisors first reported a position in GOVT in Q1 2022 and held it in 1 quarter. The position peaked at $110K in Q1 2022. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 4,112 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $110K.
  • San Luis Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares US Treasury Bond ETF position peaked at $110K in Q1 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.