TA
GOVT icon

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

Tectonic 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
-6,989
Closed -$159K – 241
2022
Q4 		$159K Hold
6,989
– – 0.02% 234
2022
Q3 		$159K Hold
6,989
– – 0.03% 184
2022
Q2 		$167K Hold
6,989
– – 0.03% 188
2022
Q1 		$174K Hold
6,989
– – 0.03% 193
2021
Q4 		$186K Hold
6,989
– – 0.03% 189
2021
Q3 		$185K Hold
6,989
– – 0.04% 187
2021
Q2 		$186K Hold
6,989
– – 0.04% 177
2021
Q1 		$183K Buy
+6,989
New +$187K 0.05% 165

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tectonic Advisors's GOVT Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 6,989 shares — an estimated $159K sold.

Tectonic Advisors first reported a position in GOVT in Q1 2021 and held it in 8 quarters. The position peaked at $186K in Q4 2021. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Tectonic Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tectonic Advisors sold 6,989 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $159K.
  • Tectonic Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
  • Tectonic Advisors's iShares US Treasury Bond ETF position peaked at $186K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.