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WealthPlan Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-16,790
Closed -$386K – 485
2022
Q4 		$386K Sell
16,790
-22,655
-57% -$515K 0.03% 285
2022
Q3 		$919K Buy
+39,445
New +$934K 0.07% 172
2022
Q1 		$1.42M Buy
+58,729
New +$1.5M 0.1% 139

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 $1.56T 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 $74.2B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthPlan Investment Management's GOVT Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 16,790 shares — an estimated $386K sold.

WealthPlan Investment Management first reported a position in GOVT in Q1 2022 and held it in 3 quarters. The position peaked at $1.42M in Q1 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 16,790 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $386K.
  • WealthPlan Investment Management first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares US Treasury Bond ETF position peaked at $1.42M in Q1 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.