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WhitTier Trust Company’s iShares US Treasury Bond ETF GOVT Stock Holding History

WhitTier Trust Company’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
Q2 		– Sell
-805
Closed -$20K – 1138
2022
Q1 		$20K Buy
+805
New +$20.6K ﹤0.01% 806

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Bank of America
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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

WhitTier Trust Company's GOVT Position: Q2 2022 in Review

WhitTier Trust Company sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 805 shares — an estimated $20K sold.

WhitTier Trust Company first reported a position in GOVT in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • WhitTier Trust Company reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 805 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $20K.
  • WhitTier Trust Company first reported a position in iShares US Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • WhitTier Trust Company's iShares US Treasury Bond ETF position peaked at $20K in Q1 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.