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

WJ 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
2022 Q1	–	Sell	-18,185	Closed	-$485K	–	52
2021 Q4	$485K	Sell	18,185 -750	-4%	-$19.9K	0.29%	34
2021 Q3	$501K	Sell	18,935 -625	-3%	-$16.7K	0.33%	37
2021 Q2	$520K	Sell	19,560 -6,425	-25%	-$170K	1.61%	16
2021 Q1	$681K	Sell	25,985 -23,800	-48%	-$636K	2.12%	13
2020 Q4	$1.36M	Sell	49,785 -27,525	-36%	-$759K	4.22%	7
2020 Q3	$2.16M	Sell	77,310 -573,061	-88%	-$16.1M	7%	5
2020 Q2	$18.2M	Buy	650,371 +545,124	+518%	+$15.2M	12.77%	2
2020 Q1	$2.95M	Sell	105,247 -6,815	-6%	-$183K	10.62%	3
2019 Q4	$2.91M	Buy	+112,062	New	+$2.93M	7.33%	4

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WJ Wealth Management's GOVT Position: Q1 2022 in Review

WJ Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 18,185 shares — an estimated $485K sold.

WJ Wealth Management first reported a position in GOVT in Q4 2019 and held it in 9 quarters. The position peaked at $18.2M in Q2 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

WJ Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
WJ Wealth Management sold 18,185 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $485K.
WJ Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
WJ Wealth Management's iShares US Treasury Bond ETF position peaked at $18.2M in Q2 2020.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.