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

Selective 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	$265K	Sell	11,358 -2,389	-17%	-$54.3K	0.14%	96
2022 Q3	$313K	Sell	13,747 -4,175	-23%	-$98.9K	0.13%	90
2022 Q2	$428K	Sell	17,922 -1,559	-8%	-$37.5K	0.15%	85
2022 Q1	$485K	Sell	19,481 -6,503	-25%	-$167K	0.18%	68
2021 Q4	$693K	Buy	25,984 +13,143	+102%	+$348K	0.28%	46
2021 Q3	$341K	Buy	+12,841	New	+$344K	0.18%	63
2020 Q3	–	Sell	-1,123	Closed	-$31K	–	351
2020 Q2	$31K	Buy	1,123 +404	+56%	+$11.3K	0.03%	138
2020 Q1	$20K	Hold	719	–	–	0.03%	105
2019 Q4	$19K	Hold	719	–	–	0.02%	122
2019 Q3	$19K	Buy	+719	New	+$18.8K	0.03%	125

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Selective Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q4 2022, selling an estimated $54.3K and leaving 11,358 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #96.

Selective Wealth Management first reported a position in GOVT in Q3 2019 and has held it in 10 quarters since. The position peaked at $693K in Q4 2021. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

Selective Wealth Management held 11,358 shares of iShares US Treasury Bond ETF worth $265K as of Q4 2022.
Selective Wealth Management sold 2,389 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $54.3K.
iShares US Treasury Bond ETF made up 0.14% of Selective Wealth Management's portfolio in Q4 2022, its #96 holding.
Selective Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 10 quarters since.
Selective Wealth Management's iShares US Treasury Bond ETF position peaked at $693K in Q4 2021.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.