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

Ten Capital 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 Q2	–	Sell	-44	Closed	-$1.03K	–	321
2023 Q1	$1.03K	Buy	+44	New	+$1.02K	﹤0.01%	482
2022 Q3	–	Sell	-712	Closed	-$16.9K	–	581
2022 Q2	$17K	Hold	712	–	–	0.01%	217
2022 Q1	$18K	Hold	712	–	–	0.01%	229
2021 Q4	$19K	Buy	+712	New	+$18.9K	0.01%	224
2021 Q3	–	Sell	-359	Closed	-$10K	–	457
2021 Q2	$10K	Hold	359	–	–	﹤0.01%	311
2021 Q1	$9K	Sell	359 -523	-59%	-$14K	﹤0.01%	267
2020 Q4	$24K	Buy	+882	New	+$24.3K	0.01%	205

Other funds holding GOVT

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

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

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ten Capital Wealth Advisors's GOVT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 44 shares — an estimated $1.03K sold.

Ten Capital Wealth Advisors first reported a position in GOVT in Q4 2020 and held it in 7 quarters. The position peaked at $24K in Q4 2020. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 44 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $1.03K.
Ten Capital Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares US Treasury Bond ETF position peaked at $24K in Q4 2020.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.