WQ
GOVT icon

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

Wealth Quarterback’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
-9,021
Closed -$211K – 126
2023
Q1 		$211K Sell
9,021
-700
-7% -$16.2K 0.18% 106
2022
Q4 		$221K Sell
9,721
-481
-5% -$10.9K 0.18% 94
2022
Q3 		$232K Sell
10,202
-309
-3% -$7.32K 0.25% 85
2022
Q2 		$251K Buy
+10,511
New +$253K 0.2% 95
2021
Q3 		$296K Buy
11,838
+742
+7% +$19.9K 0.2% 87
2021
Q2 		$296K Buy
+11,096
New +$293K 0.18% 88
2020
Q4 		$345K Sell
12,676
-8,436
-40% -$233K 0.29% 79
2020
Q3 		$591K Hold
21,112
– – 0.54% 51
2020
Q2 		$591K Sell
21,112
-19,691
-48% -$551K 0.54% 51
2020
Q1 		$1.14M Sell
40,803
-56,334
-58% -$1.51M 1.05% 25
2019
Q4 		$1.94M Buy
+97,137
New +$2.54M 1.69% 10

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return