Whitney & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Whitney & Co’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 Q4	–	Sell	-11,180	Closed	-$254K	–	127
2022 Q3	$254K	Hold	11,180	–	–	0.05%	112
2022 Q2	$267K	Hold	11,180	–	–	0.05%	106
2022 Q1	$278K	Hold	11,180	–	–	0.04%	115
2021 Q4	$298K	Hold	11,180	–	–	0.04%	113
2021 Q3	$297K	Hold	11,180	–	–	0.05%	110
2021 Q2	$297K	Hold	11,180	–	–	0.05%	108
2021 Q1	$293K	Hold	11,180	–	–	0.05%	105
2020 Q4	$304K	Hold	11,180	–	–	0.05%	108
2020 Q3	$312K	Hold	11,180	–	–	0.06%	98
2020 Q2	$313K	Hold	11,180	–	–	0.06%	89
2020 Q1	$313K	Hold	11,180	–	–	0.08%	85
2019 Q4	$290K	Hold	11,180	–	–	0.06%	96
2019 Q3	$292K	Hold	11,180	–	–	0.06%	94
2019 Q2	$289K	Hold	11,180	–	–	0.07%	93
2019 Q1	$281K	Hold	11,180	–	–	0.06%	93
2018 Q4	$277K	Hold	11,180	–	–	0.07%	102
2018 Q3	$269K	Hold	11,180	–	–	0.06%	97
2018 Q2	$275K	Hold	11,180	–	–	0.07%	97
2018 Q1	$276K	Hold	11,180	–	–	0.08%	99
2017 Q4	$280K	Buy	+11,180	New	+$281K	0.08%	99

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Whitney & Co's GOVT Position: Q4 2022 in Review

Whitney & Co sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 11,180 shares — an estimated $254K sold.

Whitney & Co first reported a position in GOVT in Q4 2017 and held it in 20 quarters. The position peaked at $313K in Q2 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

Whitney & Co reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Whitney & Co sold 11,180 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $254K.
Whitney & Co first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 20 quarters.
Whitney & Co's iShares US Treasury Bond ETF position peaked at $313K in Q2 2020.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Whitney & Co's 13F filing for Q4 2022, filed 3 Feb 2023.