TI
GOVT icon

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 -$321 – 547
2020
Q2 		$321 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return