ZIG
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Zullo Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-1,918
Closed -$43.6K – 373
2022
Q4 		$43.6K Hold
1,918
– – 0.03% 292
2022
Q3 		$44K Sell
1,918
-138
-7% -$3.27K 0.03% 284
2022
Q2 		$49K Sell
2,056
-434
-17% -$10.4K 0.03% 287
2022
Q1 		$62K Sell
2,490
-643
-21% -$16.5K 0.03% 278
2021
Q4 		$84K Buy
+3,133
New +$83K 0.04% 240

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zullo Investment Group's GOVT Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 1,918 shares — an estimated $43.6K sold.

Zullo Investment Group first reported a position in GOVT in Q4 2021 and held it in 5 quarters. The position peaked at $84K in Q4 2021. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,918 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $43.6K.
  • Zullo Investment Group first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Treasury Bond ETF position peaked at $84K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.