3D/L Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

3D/L Capital 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
2023 Q2	–	Sell	-9,997	Closed	-$234K	–	105
2023 Q1	$234K	Buy	+9,997	New	+$231K	0.06%	96
2022 Q4	–	Sell	-21,838	Closed	-$497K	–	109
2022 Q3	$497K	Buy	21,838 +4,769	+28%	+$113K	0.15%	54
2022 Q2	$408K	Buy	17,069 +1,266	+8%	+$30.5K	0.11%	67
2022 Q1	$394K	Buy	15,803 +1,031	+7%	+$26.4K	0.1%	83
2021 Q4	$394K	Buy	14,772 +638	+5%	+$16.9K	0.09%	86
2021 Q3	$375K	Sell	14,134 -966	-6%	-$25.9K	0.09%	87
2021 Q2	$402K	Buy	15,100 +2,127	+16%	+$56.1K	0.1%	81
2021 Q1	$340K	Buy	+12,973	New	+$347K	0.09%	84

Other funds holding GOVT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

3D/L Capital Management's GOVT Position: Q2 2023 in Review

3D/L Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 9,997 shares — an estimated $234K sold.

3D/L Capital Management first reported a position in GOVT in Q1 2021 and held it in 8 quarters. The position peaked at $497K in Q3 2022. 656 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

3D/L Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
3D/L Capital Management sold 9,997 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $234K.
3D/L Capital Management first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
3D/L Capital Management's iShares US Treasury Bond ETF position peaked at $497K in Q3 2022.
656 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on 3D/L Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.