WAG
GOVT icon

Winthrop Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Winthrop Advisory Group’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
Q1 		– Sell
-8,780
Closed -$234K – 143
2021
Q4 		$234K Sell
8,780
-339
-4% -$8.98K 0.05% 123
2021
Q3 		$242K Sell
9,119
-260
-3% -$6.96K 0.05% 115
2021
Q2 		$249K Sell
9,379
-825
-8% -$21.8K 0.06% 111
2021
Q1 		$267K Sell
10,204
-5,026
-33% -$134K 0.07% 104
2020
Q4 		$415K Buy
15,230
+3,163
+26% +$87.3K 0.11% 68
2020
Q3 		$336K Buy
+12,067
New +$338K 0.1% 75

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Winthrop Advisory Group's GOVT Position: Q1 2022 in Review

Winthrop Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 8,780 shares — an estimated $234K sold.

Winthrop Advisory Group first reported a position in GOVT in Q3 2020 and held it in 6 quarters. The position peaked at $415K in Q4 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Winthrop Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Winthrop Advisory Group sold 8,780 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $234K.
  • Winthrop Advisory Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 6 quarters.
  • Winthrop Advisory Group's iShares US Treasury Bond ETF position peaked at $415K in Q4 2020.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Winthrop Advisory Group's 13F filing for Q1 2022, filed 13 Apr 2022.