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

Scissortail 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
2022
Q4 		– Sell
-24,982
Closed -$558K – 137
2022
Q3 		$558K Sell
24,982
-124,192
-83% -$2.94M 0.29% 57
2022
Q2 		$3.98M Buy
149,174
+62,140
+71% +$1.5M 1.53% 20
2022
Q1 		$2.08M Sell
87,034
-62,140
-42% -$1.59M 1.02% 32
2021
Q4 		$3.98M Buy
+149,174
New +$3.95M 1.53% 20

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Scissortail Wealth Management's GOVT Position: Q4 2022 in Review

Scissortail Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 24,982 shares — an estimated $558K sold.

Scissortail Wealth Management first reported a position in GOVT in Q4 2021 and held it in 4 quarters. The position peaked at $3.98M in Q2 2022. 628 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Scissortail Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 24,982 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $558K.
  • Scissortail Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Scissortail Wealth Management's iShares US Treasury Bond ETF position peaked at $3.98M in Q2 2022.
  • 628 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Scissortail Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.