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Smith Shellnut Wilson’s iShares US Treasury Bond ETF GOVT Stock Holding History

Smith Shellnut Wilson’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
2021
Q3 		– Sell
-662
Closed -$18K – 166
2021
Q2 		$18K Buy
+662
New +$17.5K 0.01% 146

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smith Shellnut Wilson's GOVT Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 662 shares — an estimated $18K sold.

Smith Shellnut Wilson first reported a position in GOVT in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • Smith Shellnut Wilson reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 662 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $18K.
  • Smith Shellnut Wilson first reported a position in iShares US Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Smith Shellnut Wilson's iShares US Treasury Bond ETF position peaked at $18K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.