SFG
GOVT icon

Steward Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-1,479
Closed -$35K – 587
2022
Q2 		$35K Buy
+1,479
New +$35.6K 0.03% 122

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 $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Steward Financial Group's GOVT Position: Q3 2022 in Review

Steward Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 1,479 shares — an estimated $35K sold.

Steward Financial Group first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $35K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • Steward Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 1,479 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $35K.
  • Steward Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's iShares US Treasury Bond ETF position peaked at $35K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.