UWM
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Urban Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Urban Wealth Management’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 		$65K Buy
+2,720
New +$65.4K 0.22% 80
2020
Q4 		$345K Buy
+12,676
New +$350K 0.29% 79

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 $1.56T 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 $74.2B 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 $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Urban Wealth Management's GOVT Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2022: 2,720 shares worth $65K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in GOVT as recently as Q4 2020.

Urban Wealth Management first reported a position in GOVT in Q4 2020 and has held it in 2 quarters since. The position peaked at $345K in Q4 2020. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Urban Wealth Management held 2,720 shares of iShares US Treasury Bond ETF worth $65K as of Q2 2022.
  • iShares US Treasury Bond ETF was a new Urban Wealth Management position in Q2 2022.
  • iShares US Treasury Bond ETF made up 0.22% of Urban Wealth Management's portfolio in Q2 2022, its #80 holding.
  • Urban Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's iShares US Treasury Bond ETF position peaked at $345K in Q4 2020.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.