Tarbox Family Office’s iShares US Treasury Bond ETF GOVT Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-3,463	Closed	-$86K	–	475
2022 Q1	$86K	Sell	3,463 -33	-0.9%	-$845	0.02%	135
2021 Q4	$93K	Buy	3,496 +50	+1%	+$1.32K	0.02%	170
2021 Q3	$91K	Buy	3,446 +3	+0.1%	+$80	0.02%	189
2021 Q2	$92K	Hold	3,443	–	–	0.02%	192
2021 Q1	$90K	Hold	3,443	–	–	0.02%	159
2020 Q4	$94K	Hold	3,443	–	–	0.02%	159
2020 Q3	$96K	Hold	3,443	–	–	0.02%	147
2020 Q2	$96K	Buy	3,443 +440	+15%	+$12.3K	0.02%	143
2020 Q1	$84K	Buy	+3,003	New	+$80.6K	0.03%	140

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Tarbox Family Office's GOVT Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 3,463 shares — an estimated $86K sold.

Tarbox Family Office first reported a position in GOVT in Q1 2020 and held it in 9 quarters. The position peaked at $96K in Q3 2020. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Tarbox Family Office reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 3,463 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $86K.
Tarbox Family Office first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's iShares US Treasury Bond ETF position peaked at $96K in Q3 2020.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.