tru Independence’s iShares US Treasury Bond ETF GOVT Stock Holding History

tru Independence’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	-8,616	Closed	-$214K	–	192
2022 Q1	$214K	Buy	8,616 +396	+5%	+$10.1K	0.06%	142
2021 Q4	$219K	Sell	8,220 -29	-0.4%	-$768	0.06%	134
2021 Q3	$219K	Buy	+8,249	New	+$221K	0.06%	134
2021 Q2	–	Sell	-8,248	Closed	-$218K	–	313
2021 Q1	$218K	Sell	8,248 -466	-5%	-$12.5K	0.04%	234
2020 Q4	$237K	Buy	+8,714	New	+$240K	0.43%	32
2020 Q3	–	Sell	-11,501	Closed	-$321K	–	547
2020 Q2	$321K	Buy	+11,501	New	+$322K	0.05%	206
2020 Q1	–	Sell	-958	Closed	-$27K	–	781
2019 Q4	$27K	Buy	+958	New	+$25K	﹤0.01%	449

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

tru Independence's GOVT Position: Q2 2022 in Review

tru Independence sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 8,616 shares — an estimated $214K sold.

tru Independence first reported a position in GOVT in Q4 2019 and held it in 7 quarters. The position peaked at $321K in Q2 2020. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

tru Independence reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 8,616 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $214K.
tru Independence first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
tru Independence's iShares US Treasury Bond ETF position peaked at $321K in Q2 2020.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.