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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wealth Quarterback's GOVT Position: Q2 2023 in Review

Wealth Quarterback sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 9,021 shares — an estimated $211K sold.

Wealth Quarterback first reported a position in GOVT in Q4 2019 and held it in 11 quarters. The position peaked at $1.94M in Q4 2019. 657 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Wealth Quarterback reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Wealth Quarterback sold 9,021 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $211K.
Wealth Quarterback first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Wealth Quarterback's iShares US Treasury Bond ETF position peaked at $1.94M in Q4 2019.
657 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Wealth Quarterback's 13F filing for Q2 2023, filed 10 Aug 2023.