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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
– – 0.04% 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
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 $1.47T 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 $74.1B 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 $16.2B 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 $24.6B AUM 15.55% 1-Year Est. Return