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

Wealth Management Solutions’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 Q3	–	Sell	-12,998	Closed	-$311K	–	88
2022 Q2	$311K	Buy	12,998 +549	+4%	+$13.2K	0.18%	61
2022 Q1	$310K	Sell	12,449 -3,104	-20%	-$79.5K	0.16%	83
2021 Q4	$415K	Buy	+15,553	New	+$412K	0.21%	71

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wealth Management Solutions's GOVT Position: Q3 2022 in Review

Wealth Management Solutions sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 12,998 shares — an estimated $311K sold.

Wealth Management Solutions first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $415K in Q4 2021. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Wealth Management Solutions reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Wealth Management Solutions sold 12,998 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $311K.
Wealth Management Solutions first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Wealth Management Solutions's iShares US Treasury Bond ETF position peaked at $415K in Q4 2021.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.