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

SFMG 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 Q1	–	Sell	-34,571	Closed	-$922K	–	308
2021 Q4	$922K	Hold	34,571	–	–	0.09%	103
2021 Q3	$917K	Sell	34,571 -1,552	-4%	-$41.6K	0.1%	92
2021 Q2	$961K	Sell	36,123 -3,261	-8%	-$86.1K	0.11%	92
2021 Q1	$1.03M	Sell	39,384 -3,435	-8%	-$91.8K	0.12%	92
2020 Q4	$1.17M	Sell	42,819 -5,580	-12%	-$154K	0.15%	69
2020 Q3	$1.35M	Sell	48,399 -14,690	-23%	-$412K	0.19%	52
2020 Q2	$1.77M	Sell	63,089 -3,782,137	-98%	-$106M	0.25%	39
2020 Q1	$108M	Buy	3,845,226 +2,694,985	+234%	+$72.3M	16.15%	2
2019 Q4	$29.8M	Sell	1,150,241 -59,298	-5%	-$1.55M	3.65%	11
2019 Q3	$31.8M	Buy	1,209,539 +8,112	+0.7%	+$212K	4.31%	10
2019 Q2	$30.9M	Buy	1,201,427 +16,619	+1%	+$421K	4.19%	10
2019 Q1	$29.9M	Buy	+1,184,808	New	+$29.5M	4.32%	9
2017 Q1	–	Sell	-168,016	Closed	-$4.19M	–	118
2016 Q4	$4.19M	Sell	168,016 -396,982	-70%	-$10.1M	0.89%	16
2016 Q3	$14.7M	Buy	564,998 +47,573	+9%	+$1.24M	3.23%	11
2016 Q2	$13.6M	Sell	517,425 -36,909	-7%	-$954K	3.03%	11
2016 Q1	$14.3M	Buy	+554,334	New	+$14.2M	3.15%	12

Other funds holding GOVT

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

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

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

UCFA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SFMG Wealth Advisors's GOVT Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 34,571 shares — an estimated $922K sold.

SFMG Wealth Advisors first reported a position in GOVT in Q1 2016 and held it in 16 quarters. The position peaked at $108M in Q1 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

SFMG Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 34,571 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $922K.
SFMG Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2016 and held it in 16 quarters.
SFMG Wealth Advisors's iShares US Treasury Bond ETF position peaked at $108M in Q1 2020.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.