SP
GOVT icon

Successful Portfolios’s iShares US Treasury Bond ETF GOVT Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-20,510
Closed -$480K – 168
2023
Q1 		$480K Sell
20,510
-20,817
-50% -$481K 0.3% 81
2022
Q4 		$939K Sell
41,327
-56,720
-58% -$1.29M 0.61% 48
2022
Q3 		$2.23M Buy
98,047
+17,569
+22% +$416K 1.62% 9
2022
Q2 		$1.92M Sell
80,478
-19,774
-20% -$476K 1.29% 14
2022
Q1 		$2.5M Buy
100,252
+21,086
+27% +$540K 1.42% 15
2021
Q4 		$2.11M Sell
79,166
-10,651
-12% -$282K 1.15% 19
2021
Q3 		$2.38M Sell
89,817
-6,823
-7% -$183K 1.42% 14
2021
Q2 		$2.57M Buy
96,640
+14,143
+17% +$373K 1.56% 10
2021
Q1 		$2.16M Buy
82,497
+15,767
+24% +$421K 1.42% 13
2020
Q4 		$1.82M Buy
66,730
+6,759
+11% +$186K 1.3% 15
2020
Q3 		$1.68M Buy
59,971
+7,751
+15% +$217K 1.34% 14
2020
Q2 		$1.46M Sell
52,220
-5,838
-10% -$163K 1.29% 13
2020
Q1 		$1.63M Buy
58,058
+34,345
+145% +$922K 1.64% 10
2019
Q4 		$615K Buy
+23,713
New +$619K 0.55% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Successful Portfolios's GOVT Position: Q2 2023 in Review

Successful Portfolios sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 20,510 shares — an estimated $480K sold.

Successful Portfolios first reported a position in GOVT in Q4 2019 and held it in 14 quarters. The position peaked at $2.57M in Q2 2021. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

  • Successful Portfolios reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 20,510 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $480K.
  • Successful Portfolios first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 14 quarters.
  • Successful Portfolios's iShares US Treasury Bond ETF position peaked at $2.57M in Q2 2021.
  • 656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.