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Semus Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Semus Wealth Partners’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
2023
Q3 		– Sell
-10,235
Closed -$234K – 119
2023
Q2 		$234K Buy
10,235
+65
+0.6% +$1.51K 0.22% 100
2023
Q1 		$238K Buy
+10,170
New +$235K 0.26% 92

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Semus Wealth Partners's GOVT Position: Q3 2023 in Review

Semus Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 10,235 shares — an estimated $234K sold.

Semus Wealth Partners first reported a position in GOVT in Q1 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Semus Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Semus Wealth Partners sold 10,235 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $234K.
  • Semus Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Semus Wealth Partners's iShares US Treasury Bond ETF position peaked at $238K in Q1 2023.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Semus Wealth Partners's 13F filing for Q3 2023, filed 31 Oct 2023.