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

Windsor Wealth 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
2021
Q4 		– Sell
-20,667
Closed -$549K – 241
2021
Q3 		$549K Sell
20,667
-2,564
-11% -$68.7K 0.11% 149
2021
Q2 		$618K Hold
23,231
– – 0.13% 138
2021
Q1 		$608K Sell
23,231
-34,309
-60% -$917K 0.14% 127
2020
Q4 		$1.57M Sell
57,540
-46,613
-45% -$1.29M 0.4% 50
2020
Q3 		$2.89M Buy
104,153
+48,222
+86% +$1.35M 0.84% 29
2020
Q2 		$1.57M Buy
55,931
+32,523
+139% +$910K 0.5% 47
2020
Q1 		$656K Buy
+23,408
New +$628K 0.26% 86

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Windsor Wealth Management's GOVT Position: Q4 2021 in Review

Windsor Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 20,667 shares — an estimated $549K sold.

Windsor Wealth Management first reported a position in GOVT in Q1 2020 and held it in 7 quarters. The position peaked at $2.89M in Q3 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Windsor Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Windsor Wealth Management sold 20,667 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $549K.
  • Windsor Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
  • Windsor Wealth Management's iShares US Treasury Bond ETF position peaked at $2.89M in Q3 2020.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Windsor Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.