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

Sutton 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 Q3	$1.37K	Buy	+62	New	+$1.4K	﹤0.01%	767

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sutton Wealth Advisors's GOVT Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2023: 62 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings.

653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

Sutton Wealth Advisors held 62 shares of iShares US Treasury Bond ETF worth $1.37K as of Q3 2023.
iShares US Treasury Bond ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares US Treasury Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #767 holding.
653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.