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

Strategies 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
2023
Q1 		– Sell
-10,581
Closed -$240K – 79
2022
Q4 		$240K Buy
+10,581
New +$240K 0.06% 68
2022
Q2 		$2.47M Sell
103,215
-38,247
-27% -$920K 0.71% 21
2022
Q1 		$3.52M Sell
141,462
-94,051
-40% -$2.41M 0.94% 19
2021
Q4 		$6.28M Buy
+235,513
New +$6.24M 1.76% 14

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 $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $83.7B AUM 27.22% 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 $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategies Wealth Advisors's GOVT Position: Q1 2023 in Review

Strategies Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 10,581 shares — an estimated $240K sold.

Strategies Wealth Advisors first reported a position in GOVT in Q4 2021 and held it in 4 quarters. The position peaked at $6.28M in Q4 2021. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Strategies Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 10,581 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $240K.
  • Strategies Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Strategies Wealth Advisors's iShares US Treasury Bond ETF position peaked at $6.28M in Q4 2021.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Strategies Wealth Advisors's 13F filing for Q1 2023, filed 27 Jun 2023.